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 | $98,154 | $64,324+52.6% | $118,925-17.5% | $79,858+22.9% |
| Participation rate | 44.0% | 64.9%-20.9pp | 75.4%-31.4pp | 69.6%-25.6pp |
| Annual return | 12.91% | 86.45%-73.5pp | 35.88%-23.0pp | 31.71%-18.8pp |
| Employer contribution / active EE | $941 | $1,836-48.8% | $3,263-71.2% | $2,471-61.9% |
| Participant deferral / active EE | $2,059 | $2,824-27.1% | $4,265-51.7% | $3,740-44.9% |
| Admin fee / account holder | $1,247 | $4,040-69.1% | $6,581-81.1% | $5,306-76.5% |