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 | $88,808 | $98,750-10.1% | $149,696-40.7% | $79,858+11.2% |
| Participation rate | 46.5% | 75.8%-29.3pp | 82.5%-36.0pp | 69.6%-23.1pp |
| Annual return | 15.84% | 27.43%-11.6pp | 276.60%-260.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,537 | $3,216-52.2% | $4,644-66.9% | $2,471-37.8% |
| Participant deferral / active EE | $3,850 | $5,680-32.2% | $6,842-43.7% | $3,740+2.9% |
| Admin fee / account holder | $3,073 | $6,053-49.2% | $9,309-67.0% | $5,306-42.1% |