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 | $140,290 | $92,222+52.1% | $76,768+82.7% | $135,375+3.6% |
| Participation rate | 37.5% | 79.8%-42.3pp | 77.0%-39.5pp | 82.6%-45.1pp |
| Annual return | -5.29% | 5.46%-10.8pp | 2.43%-7.7pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,041 | $3,216-67.6% | $2,485-58.1% | $4,779-78.2% |
| Participant deferral / active EE | $1,910 | $4,509-57.6% | $3,852-50.4% | $5,609-66.0% |
| Admin fee / account holder | $3,192 | $10,748-70.3% | $6,675-52.2% | $10,827-70.5% |