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 | $71,917 | $62,327+15.4% | $120,354-40.2% | $74,495-3.5% |
| Participation rate | 31.3% | 56.8%-25.5pp | 71.9%-40.7pp | 67.2%-36.0pp |
| Annual return | 12.89% | 18.61%-5.7pp | 107.15%-94.3pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $1,211 | $1,843-34.3% | $3,463-65.0% | $2,623-53.8% |
| Participant deferral / active EE | $2,528 | $2,893-12.6% | $4,991-49.4% | $4,346-41.8% |
| Admin fee / account holder | $12,137 | $2,396+406.6% | $9,423+28.8% | $1,942+525.1% |