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 | $125,112 | $50,958+145.5% | $74,550+67.8% | $64,186+94.9% |
| Participation rate | 63.6% | 61.1%+2.6pp | 69.1%-5.5pp | 69.6%-5.9pp |
| Annual return | -5.18% | -1.86%-3.3pp | 32.53%-37.7pp | 7.63%-12.8pp |
| Employer contribution / active EE | $3,646 | $1,115+226.9% | $1,961+85.9% | $2,381+53.1% |
| Participant deferral / active EE | $4,773 | $2,301+107.4% | $3,108+53.6% | $3,470+37.6% |
| Admin fee / account holder | $22,045 | $4,223+422.1% | $5,060+335.7% | $4,888+351.0% |