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 | $91,591 | $29,660+208.8% | $56,411+62.4% | $80,856+13.3% |
| Participation rate | 63.7% | 41.6%+22.1pp | 52.5%+11.3pp | 67.6%-3.9pp |
| Annual return | 13.46% | 35.23%-21.8pp | 1701.33%-1687.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $454 | $669-32.1% | $1,039-56.3% | $2,755-83.5% |
| Participant deferral / active EE | $4,621 | $1,226+276.9% | $1,952+136.8% | $4,296+7.6% |
| Admin fee / account holder | $5,820 | $2,428+139.8% | $2,829+105.8% | $6,918-15.9% |