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 | $58,149 | $58,726-1.0% | $92,233-37.0% | $62,292-6.7% |
| Participation rate | 63.1% | 68.3%-5.2pp | 76.5%-13.4pp | 69.5%-6.4pp |
| Annual return | 17.60% | 43.62%-26.0pp | 176.28%-158.7pp | 28.90%-11.3pp |
| Employer contribution / active EE | $1,269 | $2,392-47.0% | $3,679-65.5% | $2,042-37.9% |
| Participant deferral / active EE | $1,886 | $2,766-31.8% | $3,897-51.6% | $3,169-40.5% |
| Admin fee / account holder | $2,557 | $556+359.5% | $5,194-50.8% | $479+433.4% |