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 | $86,176 | $50,958+69.1% | $74,550+15.6% | $64,186+34.3% |
| Participation rate | 52.6% | 61.1%-8.5pp | 69.1%-16.6pp | 69.6%-17.0pp |
| Annual return | 9.17% | -1.86%+11.0pp | 32.53%-23.4pp | 7.63%+1.5pp |
| Employer contribution / active EE | $573 | $1,115-48.6% | $1,961-70.8% | $2,381-75.9% |
| Participant deferral / active EE | $2,560 | $2,301+11.2% | $3,108-17.6% | $3,470-26.2% |
| Admin fee / account holder | $13,337 | $4,223+215.8% | $5,060+163.6% | $4,888+172.9% |