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 | $108,235 | $71,050+52.3% | $93,606+15.6% | $80,856+33.9% |
| Participation rate | 41.3% | 60.4%-19.1pp | 68.7%-27.5pp | 67.6%-26.4pp |
| Annual return | 13.70% | 11.26%+2.4pp | 133.20%-119.5pp | 35.59%-21.9pp |
| Employer contribution / active EE | $917 | $1,564-41.3% | $2,420-62.1% | $2,755-66.7% |
| Participant deferral / active EE | $3,340 | $4,034-17.2% | $4,411-24.3% | $4,296-22.3% |
| Admin fee / account holder | $1,972 | $6,945-71.6% | $8,285-76.2% | $6,918-71.5% |