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 | $70,315 | $49,915+40.9% | $154,803-54.6% | $74,304-5.4% |
| Participation rate | 20.6% | 54.0%-33.4pp | 78.1%-57.5pp | 60.3%-39.8pp |
| Annual return | 15.28% | 34.06%-18.8pp | 58.88%-43.6pp | 29.43%-14.1pp |
| Employer contribution / active EE | $443 | $1,611-72.5% | $4,305-89.7% | $2,241-80.2% |
| Participant deferral / active EE | $1,195 | $2,255-47.0% | $5,540-78.4% | $3,767-68.3% |
| Admin fee / account holder | $2,245 | $2,189+2.6% | $14,329-84.3% | $2,969-24.4% |