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 | $36,511 | $46,722-21.9% | $130,648-72.1% | $65,185-44.0% |
| Participation rate | 66.3% | 60.9%+5.4pp | 71.7%-5.4pp | 70.2%-3.9pp |
| Annual return | 19.94% | 24.17%-4.2pp | 1708.96%-1689.0pp | 29.38%-9.4pp |
| Employer contribution / active EE | $1,369 | $1,488-7.9% | $4,092-66.5% | $2,177-37.1% |
| Participant deferral / active EE | $1,500 | $2,545-41.1% | $3,603-58.4% | $3,514-57.3% |
| Admin fee / account holder | $2,009 | $453+343.6% | $5,464-63.2% | $847+137.1% |