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 | $96,124 | $48,230+99.3% | $67,502+42.4% | $80,856+18.9% |
| Participation rate | 41.0% | 66.4%-25.4pp | 72.9%-31.9pp | 67.6%-26.7pp |
| Annual return | 12.72% | 18.28%-5.6pp | 3512.12%-3499.4pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,500 | $2,020-25.7% | $2,731-45.1% | $2,755-45.5% |
| Participant deferral / active EE | $2,626 | $2,924-10.2% | $4,000-34.3% | $4,296-38.9% |
| Admin fee / account holder | $11,916 | $3,681+223.7% | $3,998+198.1% | $6,918+72.3% |