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 | $104,102 | $63,764+63.3% | $81,930+27.1% | $79,858+30.4% |
| Participation rate | 21.1% | 67.5%-46.4pp | 72.0%-50.9pp | 69.6%-48.6pp |
| Annual return | 17.14% | 22.66%-5.5pp | 29.49%-12.3pp | 31.71%-14.6pp |
| Employer contribution / active EE | $536 | $1,795-70.2% | $4,310-87.6% | $2,471-78.3% |
| Participant deferral / active EE | $1,705 | $2,780-38.7% | $7,107-76.0% | $3,740-54.4% |
| Admin fee / account holder | $959 | $4,426-78.3% | $5,158-81.4% | $5,306-81.9% |