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 | $111,733 | $63,861+75.0% | $104,607+6.8% | $79,858+39.9% |
| Participation rate | 40.5% | 64.9%-24.4pp | 74.1%-33.5pp | 69.6%-29.1pp |
| Annual return | 14.15% | 21.30%-7.1pp | 340.46%-326.3pp | 31.71%-17.6pp |
| Employer contribution / active EE | $609 | $1,588-61.7% | $2,681-77.3% | $2,471-75.4% |
| Participant deferral / active EE | $2,074 | $2,693-23.0% | $3,740-44.5% | $3,740-44.6% |
| Admin fee / account holder | $9,153 | $4,185+118.7% | $6,473+41.4% | $5,306+72.5% |