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 | $39,637 | $176,947-77.6% | $167,512-76.3% | - |
| Participation rate | 39.4% | 61.8%-22.4pp | 77.1%-37.7pp | - |
| Annual return | 14.93% | 15.13%-0.2pp | 1615.79%-1600.9pp | - |
| Employer contribution / active EE | $1,233 | $2,196-43.8% | $3,882-68.2% | - |
| Participant deferral / active EE | $2,874 | $4,114-30.2% | $6,405-55.1% | - |
| Admin fee / account holder | $1,909 | $22,209-91.4% | $9,769-80.5% | - |