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 | $218,649 | $69,518+214.5% | $59,878+265.2% | $135,375+61.5% |
| Participation rate | 69.2% | 77.8%-8.6pp | 74.7%-5.5pp | 82.6%-13.4pp |
| Annual return | -3.38% | 7.94%-11.3pp | 3.46%-6.8pp | 519.73%-523.1pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,929 | $4,206-6.6% | $3,402+15.5% | $5,609-29.9% |
| Admin fee / account holder | $3,447 | $5,734-39.9% | $3,590-4.0% | $10,827-68.2% |