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 | $101,967 | $77,634+31.3% | $156,549-34.9% | $62,891+62.1% |
| Participation rate | 61.5% | 71.2%-9.7pp | 84.0%-22.5pp | 69.3%-7.8pp |
| Annual return | 9.72% | 50.32%-40.6pp | 32.23%-22.5pp | 20.14%-10.4pp |
| Employer contribution / active EE | $824 | $3,444-76.1% | $5,501-85.0% | $2,281-63.9% |
| Participant deferral / active EE | $3,032 | $3,045-0.5% | $4,871-37.8% | $3,203-5.3% |
| Admin fee / account holder | $4,512 | $5,561-18.9% | $13,027-65.4% | $4,296+5.0% |