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 | $81,930 | $82,978-1.3% | $129,995-37.0% | $71,457+14.7% |
| Participation rate | 29.9% | 74.1%-44.2pp | 78.5%-48.6pp | 67.9%-38.1pp |
| Annual return | 19.04% | 20.60%-1.6pp | -137.18%+156.2pp | 28.85%-9.8pp |
| Employer contribution / active EE | $1,470 | $2,622-43.9% | $4,320-66.0% | $2,588-43.2% |
| Participant deferral / active EE | $2,920 | $4,432-34.1% | $5,820-49.8% | $4,289-31.9% |
| Admin fee / account holder | $25,898 | $1,729+1397.9% | $10,614+144.0% | $1,587+1531.5% |