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 | $96,521 | $142,405-32.2% | $115,157-16.2% | $152,861-36.9% |
| Participation rate | 62.5% | 82.4%-19.9pp | 75.9%-13.4pp | 82.4%-19.9pp |
| Annual return | 23.73% | 41.48%-17.7pp | 35.60%-11.9pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,130 | $4,010-71.8% | $3,179-64.4% | $4,762-76.3% |
| Participant deferral / active EE | $3,359 | $5,164-34.9% | $4,168-19.4% | $5,850-42.6% |
| Admin fee / account holder | $18,499 | $8,462+118.6% | $7,088+161.0% | $11,596+59.5% |