See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,151 | $71,050+46.6% | $93,606+11.3% | $80,856+28.8% |
| Participation rate | 37.0% | 60.4%-23.4pp | 68.7%-31.7pp | 67.6%-30.6pp |
| Annual return | 10.89% | 11.26%-0.4pp | 133.20%-122.3pp | 35.59%-24.7pp |
| Employer contribution / active EE | $706 | $1,564-54.9% | $2,420-70.8% | $2,755-74.4% |
| Participant deferral / active EE | $2,153 | $4,034-46.6% | $4,411-51.2% | $4,296-49.9% |
| Admin fee / account holder | $1,350 | $6,945-80.6% | $8,285-83.7% | $6,918-80.5% |