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 | $95,473 | $49,177+94.1% | $79,464+20.1% | $64,186+48.7% |
| Participation rate | 56.1% | 65.0%-8.9pp | 73.3%-17.2pp | 69.6%-13.5pp |
| Annual return | 7.27% | -1.16%+8.4pp | 718.14%-710.9pp | 7.63%-0.4pp |
| Employer contribution / active EE | $955 | $2,076-54.0% | $2,800-65.9% | $2,381-59.9% |
| Participant deferral / active EE | $1,652 | $2,821-41.5% | $3,704-55.4% | $3,470-52.4% |
| Admin fee / account holder | $1,005 | $3,839-73.8% | $5,113-80.3% | $4,888-79.4% |