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 | $71,997 | $176,947-59.3% | $126,539-43.1% | - |
| Participation rate | 26.3% | 61.8%-35.6pp | 69.8%-43.6pp | - |
| Annual return | 16.22% | 15.13%+1.1pp | 425.95%-409.7pp | - |
| Employer contribution / active EE | $923 | $2,196-58.0% | $3,674-74.9% | - |
| Participant deferral / active EE | $1,837 | $4,114-55.4% | $4,083-55.0% | - |
| Admin fee / account holder | $6,354 | $22,209-71.4% | $6,065+4.8% | - |