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 | $60,939 | $87,168-30.1% | $98,907-38.4% | - |
| Participation rate | 52.5% | 73.1%-20.6pp | 76.0%-23.5pp | - |
| Annual return | 22.25% | 9.75%+12.5pp | 196.43%-174.2pp | - |
| Employer contribution / active EE | $1,338 | $2,509-46.7% | $2,689-50.2% | - |
| Participant deferral / active EE | $2,048 | $3,188-35.8% | $4,244-51.7% | - |
| Admin fee / account holder | $1,972 | $3,143-37.2% | $6,642-70.3% | - |