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 | $106,820 | $56,972+87.5% | $182,532-41.5% | $65,185+63.9% |
| Participation rate | 42.0% | 66.5%-24.5pp | 78.0%-36.0pp | 70.2%-28.2pp |
| Annual return | 22.97% | 27.67%-4.7pp | 148.54%-125.6pp | 29.38%-6.4pp |
| Employer contribution / active EE | $1,306 | $1,615-19.1% | $4,076-68.0% | $2,177-40.0% |
| Participant deferral / active EE | $2,708 | $3,526-23.2% | $5,524-51.0% | $3,514-22.9% |
| Admin fee / account holder | $15,128 | $528+2765.9% | $8,592+76.1% | $847+1685.9% |