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 | $89,886 | $99,985-10.1% | $146,665-38.7% | $85,850+4.7% |
| Participation rate | 46.3% | 73.1%-26.8pp | 80.1%-33.8pp | 69.3%-23.0pp |
| Annual return | 15.45% | 18.93%-3.5pp | 22.74%-7.3pp | 318.53%-303.1pp |
| Employer contribution / active EE | $1,070 | $2,559-58.2% | $4,136-74.1% | $2,565-58.3% |
| Participant deferral / active EE | $2,026 | $4,006-49.4% | $5,506-63.2% | $3,952-48.7% |
| Admin fee / account holder | $41,347 | $7,702+436.8% | $10,280+302.2% | $6,260+560.5% |