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 | $88,822 | $198,836-55.3% | $103,333-14.0% | - |
| Participation rate | 36.4% | 60.8%-24.5pp | 74.5%-38.1pp | - |
| Annual return | 14.76% | 12.43%+2.3pp | 24.88%-10.1pp | - |
| Employer contribution / active EE | $1,287 | $2,607-50.6% | $3,868-66.7% | - |
| Participant deferral / active EE | $2,500 | $3,407-26.6% | $5,057-50.6% | - |
| Admin fee / account holder | $1,648 | $10,004-83.5% | $8,355-80.3% | - |