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 | $86,753 | $88,083-1.5% | $164,813-47.4% | $74,495+16.5% |
| Participation rate | 39.4% | 73.0%-33.6pp | 78.6%-39.2pp | 67.2%-27.8pp |
| Annual return | 13.45% | 17.26%-3.8pp | 69.93%-56.5pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,002 | $4,498-33.3% | $6,031-50.2% | $4,346-30.9% |
| Admin fee / account holder | $10,578 | $2,234+373.6% | $12,690-16.6% | $1,942+444.8% |