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 | $89,080 | $37,426+138.0% | $77,482+15.0% | $79,858+11.5% |
| Participation rate | 67.3% | 41.5%+25.8pp | 54.2%+13.2pp | 69.6%-2.3pp |
| Annual return | 16.01% | 39.70%-23.7pp | 54.79%-38.8pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,221 | $637+91.8% | $986+23.8% | $2,471-50.6% |
| Participant deferral / active EE | $1,624 | $1,260+28.9% | $1,861-12.8% | $3,740-56.6% |
| Admin fee / account holder | $13,140 | $2,504+424.8% | $2,858+359.8% | $5,306+147.6% |