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 | $77,615 | $48,364+60.5% | $71,796+8.1% | $62,891+23.4% |
| Participation rate | 47.9% | 60.6%-12.7pp | 69.1%-21.2pp | 69.3%-21.4pp |
| Annual return | 11.27% | 13.16%-1.9pp | 78.04%-66.8pp | 20.14%-8.9pp |
| Employer contribution / active EE | $1,726 | $1,042+65.6% | $1,924-10.3% | $2,281-24.3% |
| Participant deferral / active EE | $3,116 | $2,091+49.0% | $2,794+11.5% | $3,203-2.7% |
| Admin fee / account holder | $2,607 | $3,771-30.9% | $4,815-45.8% | $4,296-39.3% |