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 | $85,408 | $47,848+78.5% | $81,478+4.8% | $70,131+21.8% |
| Participation rate | 17.8% | 58.3%-40.5pp | 68.0%-50.2pp | 69.5%-51.8pp |
| Annual return | 28.64% | 27.25%+1.4pp | 38.78%-10.1pp | 73.14%-44.5pp |
| Employer contribution / active EE | $369 | $1,527-75.8% | $2,568-85.6% | $2,342-84.2% |
| Participant deferral / active EE | $772 | $2,453-68.5% | $3,537-78.2% | $3,332-76.8% |
| Admin fee / account holder | $705 | $3,145-77.6% | $4,561-84.5% | $4,645-84.8% |