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 | $101,974 | $78,422+30.0% | $95,952+6.3% | $79,858+27.7% |
| Participation rate | 69.4% | 73.5%-4.1pp | 77.1%-7.7pp | 69.6%-0.2pp |
| Annual return | 12.17% | 19.37%-7.2pp | 91.61%-79.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $724 | $1,945-62.8% | $2,541-71.5% | $2,471-70.7% |
| Participant deferral / active EE | $3,079 | $3,440-10.5% | $4,167-26.1% | $3,740-17.7% |
| Admin fee / account holder | $8,053 | $5,622+43.2% | $6,795+18.5% | $5,306+51.8% |