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 | $19,991 | $118,849-83.2% | $96,562-79.3% | $167,490-88.1% |
| Participation rate | 63.2% | 75.5%-12.3pp | 69.8%-6.7pp | 82.1%-18.9pp |
| Annual return | 21.71% | 50.49%-28.8pp | 37.78%-16.1pp | 478.56%-456.8pp |
| Employer contribution / active EE | $1,973 | $3,120-36.7% | $2,356-16.3% | $4,837-59.2% |
| Participant deferral / active EE | $11,007 | $4,616+138.5% | $3,849+186.0% | $6,341+73.6% |
| Admin fee / account holder | $2,726 | $8,065-66.2% | $6,181-55.9% | $12,309-77.8% |