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 | $80,345 | $37,426+114.7% | $77,482+3.7% | $79,858+0.6% |
| Participation rate | 36.5% | 41.5%-5.0pp | 54.2%-17.7pp | 69.6%-33.1pp |
| Annual return | 12.58% | 39.70%-27.1pp | 54.79%-42.2pp | 31.71%-19.1pp |
| Employer contribution / active EE | $546 | $637-14.3% | $986-44.7% | $2,471-77.9% |
| Participant deferral / active EE | $1,208 | $1,260-4.1% | $1,861-35.1% | $3,740-67.7% |
| Admin fee / account holder | $7,377 | $2,504+194.6% | $2,858+158.1% | $5,306+39.0% |