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 | $106,479 | $85,202+25.0% | $172,739-38.4% | $72,985+45.9% |
| Participation rate | 17.9% | 70.1%-52.2pp | 82.6%-64.8pp | 69.5%-51.6pp |
| Annual return | 16.45% | 27.32%-10.9pp | 802.84%-786.4pp | 81.00%-64.6pp |
| Employer contribution / active EE | $403 | $3,324-87.9% | $5,143-92.2% | $2,440-83.5% |
| Participant deferral / active EE | $996 | $3,260-69.5% | $5,198-80.8% | $3,607-72.4% |
| Admin fee / account holder | $2,658 | $5,884-54.8% | $13,954-81.0% | $5,124-48.1% |