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 | $83,942 | $91,190-7.9% | $178,490-53.0% | $79,858+5.1% |
| Participation rate | 44.4% | 69.2%-24.8pp | 81.9%-37.5pp | 69.6%-25.2pp |
| Annual return | 17.50% | 24.19%-6.7pp | 151.07%-133.6pp | 31.71%-14.2pp |
| Employer contribution / active EE | $896 | $3,256-72.5% | $5,011-82.1% | $2,471-63.7% |
| Participant deferral / active EE | $2,082 | $3,236-35.7% | $5,202-60.0% | $3,740-44.3% |
| Admin fee / account holder | $10,238 | $6,751+51.6% | $13,984-26.8% | $5,306+92.9% |