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 | $82,876 | $37,426+121.4% | $77,482+7.0% | $79,858+3.8% |
| Participation rate | 27.1% | 41.5%-14.4pp | 54.2%-27.1pp | 69.6%-42.5pp |
| Annual return | 14.72% | 39.70%-25.0pp | 54.79%-40.1pp | 31.71%-17.0pp |
| Employer contribution / active EE | $442 | $637-30.5% | $986-55.2% | $2,471-82.1% |
| Participant deferral / active EE | $1,181 | $1,260-6.3% | $1,861-36.5% | $3,740-68.4% |
| Admin fee / account holder | $3,433 | $2,504+37.1% | $2,858+20.1% | $5,306-35.3% |