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 | $79,757 | $108,172-26.3% | $77,482+2.9% | $158,922-49.8% |
| Participation rate | 40.0% | 64.4%-24.4pp | 54.2%-14.2pp | 82.0%-42.0pp |
| Annual return | 30.17% | 31.67%-1.5pp | 54.79%-24.6pp | 302.83%-272.7pp |
| Employer contribution / active EE | $340 | $1,325-74.3% | $986-65.5% | $4,761-92.9% |
| Participant deferral / active EE | $1,269 | $2,456-48.3% | $1,861-31.8% | $5,982-78.8% |
| Admin fee / account holder | $2,468 | $3,708-33.4% | $2,858-13.6% | $11,246-78.0% |