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 | $127,400 | $94,625+34.6% | $116,228+9.6% | $84,808+50.2% |
| Participation rate | 40.3% | 70.4%-30.1pp | 74.6%-34.2pp | 68.3%-28.0pp |
| Annual return | 15.33% | 20.40%-5.1pp | 90.06%-74.7pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,569 | $2,347-33.2% | $2,994-47.6% | $2,631-40.4% |
| Participant deferral / active EE | $2,869 | $3,972-27.8% | $4,953-42.1% | $4,212-31.9% |
| Admin fee / account holder | $424 | $10,091-95.8% | $11,989-96.5% | $7,344-94.2% |