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 5-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 | $110,249 | $32,708+237.1% | - | $75,163+46.7% |
| Participation rate | 18.9% | 51.7%-32.7pp | - | 67.2%-48.3pp |
| Annual return | 21.13% | 25.58%-4.5pp | - | 160.62%-139.5pp |
| Employer contribution / active EE | $482 | $1,809-73.4% | - | $2,670-82.0% |
| Participant deferral / active EE | $2,387 | $2,223+7.4% | - | $4,125-42.1% |
| Admin fee / account holder | $6,931 | $3,179+118.1% | - | $5,651+22.7% |