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 | $163,408 | $83,337+96.1% | $67,834+140.9% | $273,961-40.4% |
| Participation rate | 66.7% | 76.4%-9.8pp | 68.8%-2.1pp | 83.0%-16.3pp |
| Annual return | 5.11% | 259.45%-254.3pp | 138.47%-133.4pp | 41.45%-36.3pp |
| Employer contribution / active EE | $7,407 | $3,287+125.3% | $2,403+208.2% | $4,869+52.1% |
| Participant deferral / active EE | $16,000 | $4,088+291.4% | $3,160+406.4% | $5,287+202.6% |
| Admin fee / account holder | $320 | $6,752-95.3% | $4,622-93.1% | $10,132-96.8% |