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 4-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 | $98,994 | $71,050+39.3% | $93,606+5.8% | $80,856+22.4% |
| Participation rate | 32.0% | 60.4%-28.4pp | 68.7%-36.7pp | 67.6%-35.6pp |
| Annual return | 22.54% | 11.26%+11.3pp | 133.20%-110.7pp | 35.59%-13.1pp |
| Employer contribution / active EE | $418 | $1,564-73.3% | $2,420-82.7% | $2,755-84.8% |
| Participant deferral / active EE | $1,556 | $4,034-61.4% | $4,411-64.7% | $4,296-63.8% |
| Admin fee / account holder | $2,500 | $6,945-64.0% | $8,285-69.8% | $6,918-63.9% |