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 | $65,885 | $49,915+32.0% | $154,803-57.4% | $74,304-11.3% |
| Participation rate | 33.3% | 54.0%-20.6pp | 78.1%-44.7pp | 60.3%-27.0pp |
| Annual return | 14.46% | 34.06%-19.6pp | 58.88%-44.4pp | 29.43%-15.0pp |
| Employer contribution / active EE | $1,222 | $1,611-24.1% | $4,305-71.6% | $2,241-45.5% |
| Participant deferral / active EE | $3,170 | $2,255+40.6% | $5,540-42.8% | $3,767-15.9% |
| Admin fee / account holder | $518 | $2,189-76.3% | $14,329-96.4% | $2,969-82.6% |