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 | $89,600 | $57,354+56.2% | $83,848+6.9% | $64,186+39.6% |
| Participation rate | 40.5% | 68.6%-28.1pp | 76.1%-35.6pp | 69.6%-29.1pp |
| Annual return | -5.19% | 11.38%-16.6pp | 850.88%-856.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $4,619 | $2,545+81.5% | $3,631+27.2% | $2,381+94.0% |
| Participant deferral / active EE | $1,514 | $2,993-49.4% | $4,082-62.9% | $3,470-56.4% |
| Admin fee / account holder | $4,255 | $4,046+5.2% | $5,478-22.3% | $4,888-12.9% |