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 | $36,847 | $99,985-63.1% | $146,665-74.9% | $85,850-57.1% |
| Participation rate | 46.6% | 73.1%-26.5pp | 80.1%-33.5pp | 69.3%-22.8pp |
| Annual return | 12.61% | 18.93%-6.3pp | 22.74%-10.1pp | 318.53%-305.9pp |
| Employer contribution / active EE | $1,222 | $2,559-52.2% | $4,136-70.5% | $2,565-52.4% |
| Participant deferral / active EE | $2,068 | $4,006-48.4% | $5,506-62.4% | $3,952-47.7% |
| Admin fee / account holder | $10,923 | $7,702+41.8% | $10,280+6.3% | $6,260+74.5% |