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 | $93,531 | $34,308+172.6% | $74,701+25.2% | $72,985+28.2% |
| Participation rate | 26.2% | 42.4%-16.2pp | 54.5%-28.2pp | 69.5%-43.3pp |
| Annual return | 24.35% | 26.58%-2.2pp | 752.92%-728.6pp | 81.00%-56.7pp |
| Employer contribution / active EE | $726 | $692+5.0% | $1,084-33.0% | $2,440-70.2% |
| Participant deferral / active EE | $2,182 | $1,271+71.6% | $1,964+11.1% | $3,607-39.5% |
| Admin fee / account holder | $36,479 | $2,124+1617.3% | $3,333+994.5% | $5,124+611.9% |