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 | $100,785 | $47,944+110.2% | $67,834+48.6% | $62,891+60.3% |
| Participation rate | 18.0% | 61.1%-43.1pp | 68.8%-50.8pp | 69.3%-51.3pp |
| Annual return | 6.28% | 11.77%-5.5pp | 138.47%-132.2pp | 20.14%-13.9pp |
| Employer contribution / active EE | $515 | $1,562-67.0% | $2,403-78.6% | $2,281-77.4% |
| Participant deferral / active EE | $977 | $2,247-56.5% | $3,160-69.1% | $3,203-69.5% |
| Admin fee / account holder | $804 | $3,712-78.3% | $4,622-82.6% | $4,296-81.3% |