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 | $99,236 | $65,041+52.6% | $90,951+9.1% | $79,858+24.3% |
| Participation rate | 44.3% | 61.6%-17.3pp | 69.0%-24.7pp | 69.6%-25.3pp |
| Annual return | 17.37% | 30.45%-13.1pp | 134.60%-117.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $545 | $1,247-56.3% | $2,122-74.3% | $2,471-78.0% |
| Participant deferral / active EE | $2,817 | $2,512+12.1% | $3,373-16.5% | $3,740-24.7% |
| Admin fee / account holder | $2,899 | $4,536-36.1% | $5,959-51.4% | $5,306-45.4% |