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 | $79,939 | $37,426+113.6% | $77,482+3.2% | $79,858+0.1% |
| Participation rate | 59.5% | 41.5%+18.0pp | 54.2%+5.3pp | 69.6%-10.2pp |
| Annual return | 13.04% | 39.70%-26.7pp | 54.79%-41.7pp | 31.71%-18.7pp |
| Employer contribution / active EE | $908 | $637+42.7% | $986-7.9% | $2,471-63.2% |
| Participant deferral / active EE | $3,633 | $1,260+188.4% | $1,861+95.2% | $3,740-2.9% |
| Admin fee / account holder | $19,394 | $2,504+674.5% | $2,858+578.7% | $5,306+265.5% |