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 | $91,442 | $53,127+72.1% | $86,590+5.6% | $70,131+30.4% |
| Participation rate | 48.0% | 65.3%-17.3pp | 73.5%-25.5pp | 69.5%-21.5pp |
| Annual return | 22.83% | 27.66%-4.8pp | 964.84%-942.0pp | 73.14%-50.3pp |
| Employer contribution / active EE | $1,332 | $2,068-35.6% | $2,839-53.1% | $2,342-43.1% |
| Participant deferral / active EE | $2,379 | $2,696-11.8% | $3,609-34.1% | $3,332-28.6% |
| Admin fee / account holder | $983 | $3,585-72.6% | $4,906-80.0% | $4,645-78.8% |