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 | $89,040 | $37,426+137.9% | $77,482+14.9% | $79,858+11.5% |
| Participation rate | 40.0% | 41.5%-1.5pp | 54.2%-14.2pp | 69.6%-29.6pp |
| Annual return | 28.34% | 39.70%-11.4pp | 54.79%-26.4pp | 31.71%-3.4pp |
| Employer contribution / active EE | $931 | $637+46.2% | $986-5.7% | $2,471-62.3% |
| Participant deferral / active EE | $2,020 | $1,260+60.4% | $1,861+8.6% | $3,740-46.0% |
| Admin fee / account holder | $18,419 | $2,504+635.6% | $2,858+544.5% | $5,306+247.1% |