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 | $62,910 | $48,364+30.1% | $71,796-12.4% | $62,8910% |
| Participation rate | 67.5% | 60.6%+6.9pp | 69.1%-1.6pp | 69.3%-1.8pp |
| Annual return | 6.39% | 13.16%-6.8pp | 78.04%-71.6pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,954 | $1,042+87.6% | $1,924+1.5% | $2,281-14.3% |
| Participant deferral / active EE | $3,234 | $2,091+54.6% | $2,794+15.7% | $3,203+1.0% |
| Admin fee / account holder | $1,346 | $3,771-64.3% | $4,815-72.1% | $4,296-68.7% |