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 | $22,013 | $84,233-73.9% | $170,442-87.1% | $70,131-68.6% |
| Participation rate | 0.0% | 70.8%-70.8pp | 83.6%-83.6pp | 69.5%-69.5pp |
| Annual return | 22.09% | 23.06%-1.0pp | 205.93%-183.8pp | 73.14%-51.0pp |
| Employer contribution / active EE | $1,930 | $3,387-43.0% | $5,433-64.5% | $2,342-17.6% |
| Participant deferral / active EE | $3,580 | $3,086+16.0% | $4,939-27.5% | $3,332+7.5% |
| Admin fee / account holder | $1,546 | $5,698-72.9% | $13,880-88.9% | $4,645-66.7% |