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 | $57,355 | $91,538-37.3% | $129,995-55.9% | $75,163-23.7% |
| Participation rate | 68.8% | 71.4%-2.6pp | 78.5%-9.7pp | 67.2%+1.6pp |
| Annual return | 18.24% | -631.11%+649.4pp | -137.18%+155.4pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,279 | $2,845-55.0% | $4,320-70.4% | $2,670-52.1% |
| Participant deferral / active EE | $2,606 | $4,341-40.0% | $5,820-55.2% | $4,125-36.8% |
| Admin fee / account holder | $10,742 | $6,790+58.2% | $10,614+1.2% | $5,651+90.1% |