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 | $148,927 | $64,839+129.7% | $95,585+55.8% | $84,808+75.6% |
| Participation rate | 44.0% | 63.8%-19.8pp | 72.1%-28.1pp | 68.3%-24.3pp |
| Annual return | 18.04% | -670.96%+689.0pp | 38.56%-20.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $608 | $1,759-65.4% | $2,527-75.9% | $2,631-76.9% |
| Participant deferral / active EE | $1,246 | $2,965-58.0% | $4,023-69.0% | $4,212-70.4% |
| Admin fee / account holder | $2,910 | $5,964-51.2% | $6,127-52.5% | $7,344-60.4% |