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 | $28,092 | $54,705-48.6% | $71,209-60.5% | $84,808-66.9% |
| Participation rate | 64.5% | 64.1%+0.4pp | 73.8%-9.2pp | 68.3%-3.8pp |
| Annual return | 17.20% | 35.90%-18.7pp | 282.51%-265.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,167 | $2,158-45.9% | $2,721-57.1% | $2,631-55.7% |
| Participant deferral / active EE | $1,840 | $3,030-39.3% | $4,175-55.9% | $4,212-56.3% |
| Admin fee / account holder | $12,497 | $4,863+157.0% | $5,349+133.6% | $7,344+70.2% |