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 | $102,727 | $49,177+108.9% | $79,464+29.3% | $64,186+60.0% |
| Participation rate | 40.4% | 65.0%-24.6pp | 73.3%-32.9pp | 69.6%-29.1pp |
| Annual return | 11.88% | -1.16%+13.0pp | 718.14%-706.3pp | 7.63%+4.3pp |
| Employer contribution / active EE | $444 | $2,076-78.6% | $2,800-84.1% | $2,381-81.3% |
| Participant deferral / active EE | $1,618 | $2,821-42.7% | $3,704-56.3% | $3,470-53.4% |
| Admin fee / account holder | $6,967 | $3,839+81.5% | $5,113+36.3% | $4,888+42.5% |