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 | $100,882 | $55,706+81.1% | $75,886+32.9% | $72,985+38.2% |
| Participation rate | 15.9% | 61.1%-45.3pp | 69.3%-53.4pp | 69.5%-53.6pp |
| Annual return | 30.46% | 27.59%+2.9pp | 30.76%-0.3pp | 81.00%-50.5pp |
| Employer contribution / active EE | $772 | $1,687-54.2% | $2,500-69.1% | $2,440-68.4% |
| Participant deferral / active EE | $1,149 | $2,634-56.4% | $3,603-68.1% | $3,607-68.2% |
| Admin fee / account holder | $942 | $3,978-76.3% | $5,418-82.6% | $5,124-81.6% |