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 | $84,185 | $99,079-15.0% | $77,999+7.9% | $273,961-69.3% |
| Participation rate | 58.3% | 78.6%-20.2pp | 75.5%-17.2pp | 83.0%-24.7pp |
| Annual return | 34.67% | 217.93%-183.3pp | 425.96%-391.3pp | 41.45%-6.8pp |
| Employer contribution / active EE | $450 | $3,308-86.4% | $2,470-81.8% | $4,869-90.8% |
| Participant deferral / active EE | $2,553 | $4,306-40.7% | $3,497-27.0% | $5,287-51.7% |
| Admin fee / account holder | $20,203 | $8,954+125.6% | $5,480+268.6% | $10,132+99.4% |