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 8-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 | $47,784 | $176,947-73.0% | $167,512-71.5% | - |
| Participation rate | 56.6% | 61.8%-5.3pp | 77.1%-20.5pp | - |
| Annual return | 16.57% | 15.13%+1.4pp | 1615.79%-1599.2pp | - |
| Employer contribution / active EE | $2,585 | $2,196+17.7% | $3,882-33.4% | - |
| Participant deferral / active EE | $5,437 | $4,114+32.1% | $6,405-15.1% | - |
| Admin fee / account holder | $4,810 | $22,209-78.3% | $9,769-50.8% | - |