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 | $173,353 | $37,426+363.2% | $77,482+123.7% | $79,858+117.1% |
| Participation rate | 34.4% | 41.5%-7.1pp | 54.2%-19.8pp | 69.6%-35.3pp |
| Annual return | 17.98% | 39.70%-21.7pp | 54.79%-36.8pp | 31.71%-13.7pp |
| Employer contribution / active EE | $609 | $637-4.3% | $986-38.3% | $2,471-75.4% |
| Participant deferral / active EE | $3,092 | $1,260+145.4% | $1,861+66.2% | $3,740-17.3% |
| Admin fee / account holder | $10,793 | $2,504+331.0% | $2,858+277.7% | $5,306+103.4% |