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 | $72,200 | $48,364+49.3% | $71,796+0.6% | $62,891+14.8% |
| Participation rate | 51.9% | 60.6%-8.7pp | 69.1%-17.2pp | 69.3%-17.4pp |
| Annual return | 7.41% | 13.16%-5.7pp | 78.04%-70.6pp | 20.14%-12.7pp |
| Employer contribution / active EE | $468 | $1,042-55.1% | $1,924-75.7% | $2,281-79.5% |
| Participant deferral / active EE | $3,166 | $2,091+51.4% | $2,794+13.3% | $3,203-1.2% |
| Admin fee / account holder | $1,568 | $3,771-58.4% | $4,815-67.4% | $4,296-63.5% |