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 | $79,922 | $98,750-19.1% | $149,696-46.6% | $79,858+0.1% |
| Participation rate | 47.6% | 75.8%-28.2pp | 82.5%-34.9pp | 69.6%-22.0pp |
| Annual return | 18.86% | 27.43%-8.6pp | 276.60%-257.7pp | 31.71%-12.9pp |
| Employer contribution / active EE | $872 | $3,216-72.9% | $4,644-81.2% | $2,471-64.7% |
| Participant deferral / active EE | $2,952 | $5,680-48.0% | $6,842-56.9% | $3,740-21.1% |
| Admin fee / account holder | $2,867 | $6,053-52.6% | $9,309-69.2% | $5,306-46.0% |