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 | $64,167 | $84,233-23.8% | $170,442-62.4% | $70,131-8.5% |
| Participation rate | 46.2% | 70.8%-24.7pp | 83.6%-37.4pp | 69.5%-23.4pp |
| Annual return | 16.95% | 23.06%-6.1pp | 205.93%-189.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $980 | $3,387-71.1% | $5,433-82.0% | $2,342-58.2% |
| Participant deferral / active EE | $1,894 | $3,086-38.6% | $4,939-61.6% | $3,332-43.1% |
| Admin fee / account holder | $3,148 | $5,698-44.7% | $13,880-77.3% | $4,645-32.2% |