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 | $128,322 | $32,037+300.5% | $69,182+85.5% | $62,891+104.0% |
| Participation rate | 32.6% | 43.4%-10.9pp | 55.1%-22.6pp | 69.3%-36.7pp |
| Annual return | 12.78% | 15.16%-2.4pp | -21.93%+34.7pp | 20.14%-7.4pp |
| Employer contribution / active EE | $501 | $679-26.3% | $1,206-58.5% | $2,281-78.1% |
| Participant deferral / active EE | $2,859 | $1,185+141.2% | $1,897+50.7% | $3,203-10.7% |
| Admin fee / account holder | $328 | $2,608-87.4% | $2,697-87.9% | $4,296-92.4% |