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 | $216,361 | $85,790+152.2% | $67,313+221.4% | $135,375+59.8% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.1%-2.4pp | 82.6%-16.0pp |
| Annual return | -4.42% | -0.54%-3.9pp | -4.08%-0.3pp | 519.73%-524.2pp |
| Employer contribution / active EE | $2,955 | $3,487-15.3% | $2,566+15.2% | $4,779-38.2% |
| Participant deferral / active EE | $16,333 | $4,651+251.2% | $3,568+357.7% | $5,609+191.2% |
| Admin fee / account holder | $491 | $6,392-92.3% | $4,507-89.1% | $10,827-95.5% |