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 | $83,677 | $105,931-21.0% | $81,930+2.1% | $158,922-47.3% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.0%-22.0pp | 82.0%-32.0pp |
| Annual return | 12.68% | 38.17%-25.5pp | 29.49%-16.8pp | 302.83%-290.1pp |
| Employer contribution / active EE | $1,389 | $7,800-82.2% | $4,310-67.8% | $4,761-70.8% |
| Participant deferral / active EE | $4,731 | $13,003-63.6% | $7,107-33.4% | $5,982-20.9% |
| Admin fee / account holder | $12,234 | $8,489+44.1% | $5,158+137.2% | $11,246+8.8% |