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 | $77,419 | $81,625-5.2% | $167,512-53.8% | $74,304+4.2% |
| Participation rate | 33.6% | 60.0%-26.4pp | 77.1%-43.4pp | 60.3%-26.7pp |
| Annual return | 19.34% | 26.09%-6.8pp | 1615.79%-1596.5pp | 29.43%-10.1pp |
| Employer contribution / active EE | $1,370 | $2,010-31.9% | $3,882-64.7% | $2,241-38.9% |
| Participant deferral / active EE | $2,828 | $4,115-31.3% | $6,405-55.8% | $3,767-24.9% |
| Admin fee / account holder | $14,677 | $3,474+322.4% | $9,769+50.2% | $2,969+394.4% |