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 | $77,181 | $37,426+106.2% | $77,482-0.4% | $79,858-3.4% |
| Participation rate | 65.5% | 41.5%+24.0pp | 54.2%+11.3pp | 69.6%-4.1pp |
| Annual return | 12.96% | 39.70%-26.7pp | 54.79%-41.8pp | 31.71%-18.7pp |
| Employer contribution / active EE | $322 | $637-49.4% | $986-67.3% | $2,471-87.0% |
| Participant deferral / active EE | $2,589 | $1,260+105.5% | $1,861+39.1% | $3,740-30.8% |
| Admin fee / account holder | $3,943 | $2,504+57.5% | $2,858+38.0% | $5,306-25.7% |