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 | $121,299 | $32,037+278.6% | $69,182+75.3% | $62,891+92.9% |
| Participation rate | 14.7% | 43.4%-28.7pp | 55.1%-40.4pp | 69.3%-54.6pp |
| Annual return | 5.54% | 15.16%-9.6pp | -21.93%+27.5pp | 20.14%-14.6pp |
| Employer contribution / active EE | $293 | $679-56.9% | $1,206-75.7% | $2,281-87.2% |
| Participant deferral / active EE | $3,000 | $1,185+153.1% | $1,897+58.1% | $3,203-6.3% |
| Admin fee / account holder | $824 | $2,608-68.4% | $2,697-69.4% | $4,296-80.8% |