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 | $50,702 | $36,211+40.0% | $58,482-13.3% | - |
| Participation rate | 35.4% | 21.7%+13.7pp | 50.9%-15.5pp | - |
| Annual return | 20.10% | 9.19%+10.9pp | 4239.32%-4219.2pp | - |
| Employer contribution / active EE | $696 | $333+108.7% | $1,053-33.9% | - |
| Participant deferral / active EE | $1,421 | $608+133.6% | $1,924-26.2% | - |
| Admin fee / account holder | $598 | $1,756-66.0% | $2,516-76.3% | - |