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 | $85,212 | $65,041+31.0% | $90,951-6.3% | $79,858+6.7% |
| Participation rate | 53.1% | 61.6%-8.5pp | 69.0%-15.9pp | 69.6%-16.6pp |
| Annual return | 13.74% | 30.45%-16.7pp | 134.60%-120.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $706 | $1,247-43.4% | $2,122-66.7% | $2,471-71.4% |
| Participant deferral / active EE | $2,237 | $2,512-11.0% | $3,373-33.7% | $3,740-40.2% |
| Admin fee / account holder | $11,767 | $4,536+159.4% | $5,959+97.5% | $5,306+121.7% |