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 | $152,750 | $107,791+41.7% | $90,645+68.5% | $135,375+12.8% |
| Participation rate | 42.9% | 78.0%-35.2pp | 74.0%-31.2pp | 82.6%-39.8pp |
| Annual return | -4.53% | -0.90%-3.6pp | 1.88%-6.4pp | 519.73%-524.3pp |
| Employer contribution / active EE | $8,417 | $3,018+178.9% | $2,532+232.5% | $4,779+76.1% |
| Participant deferral / active EE | $7,544 | $3,872+94.8% | $3,425+120.3% | $5,609+34.5% |
| Admin fee / account holder | $4,206 | $5,930-29.1% | $4,994-15.8% | $10,827-61.2% |