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 | $92,733 | $32,037+189.5% | $69,182+34.0% | $62,891+47.4% |
| Participation rate | 23.4% | 43.4%-20.0pp | 55.1%-31.7pp | 69.3%-45.9pp |
| Annual return | 8.45% | 15.16%-6.7pp | -21.93%+30.4pp | 20.14%-11.7pp |
| Employer contribution / active EE | $477 | $679-29.7% | $1,206-60.4% | $2,281-79.1% |
| Participant deferral / active EE | $993 | $1,185-16.2% | $1,897-47.7% | $3,203-69.0% |
| Admin fee / account holder | $2,697 | $2,608+3.4% | $2,6970% | $4,296-37.2% |