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 7-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 | $103,756 | $58,512+77.3% | $84,015+23.5% | $72,985+42.2% |
| Participation rate | 58.5% | 61.2%-2.7pp | 69.0%-10.5pp | 69.5%-11.0pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.31%-71.3pp | 81.00%-81.0pp |
| Employer contribution / active EE | $244 | $1,163-79.0% | $1,983-87.7% | $2,440-90.0% |
| Participant deferral / active EE | $1,757 | $2,394-26.6% | $3,239-45.7% | $3,607-51.3% |
| Admin fee / account holder | $3,174 | $4,569-30.5% | $6,101-48.0% | $5,124-38.1% |