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 | $24,803 | $154,117-83.9% | $129,995-80.9% | $139,434-82.2% |
| Participation rate | 64.7% | 82.0%-17.2pp | 78.5%-13.8pp | 80.3%-15.6pp |
| Annual return | 23.15% | 32.48%-9.3pp | -137.18%+160.3pp | 372.94%-349.8pp |
| Employer contribution / active EE | $4,357 | $5,289-17.6% | $4,320+0.9% | $4,751-8.3% |
| Participant deferral / active EE | $2,918 | $6,710-56.5% | $5,820-49.9% | $6,710-56.5% |
| Admin fee / account holder | $2,508 | $14,007-82.1% | $10,614-76.4% | $11,403-78.0% |