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 | $202,458 | $99,032+104.4% | $80,019+153.0% | $135,375+49.6% |
| Participation rate | 66.7% | 78.4%-11.7pp | 75.8%-9.2pp | 82.6%-16.0pp |
| Annual return | -5.57% | 15.39%-21.0pp | 11.22%-16.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,456 | $3,043-52.2% | $2,468-41.0% | $4,779-69.5% |
| Participant deferral / active EE | $2,435 | $4,282-43.1% | $3,686-33.9% | $5,609-56.6% |
| Admin fee / account holder | $7,916 | $10,436-24.2% | $6,521+21.4% | $10,827-26.9% |