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 | $139,544 | $91,538+52.4% | $129,995+7.3% | $75,163+85.7% |
| Participation rate | 33.3% | 71.4%-38.1pp | 78.5%-45.2pp | 67.2%-33.9pp |
| Annual return | 18.51% | -631.11%+649.6pp | -137.18%+155.7pp | 160.62%-142.1pp |
| Employer contribution / active EE | $961 | $2,845-66.2% | $4,320-77.8% | $2,670-64.0% |
| Participant deferral / active EE | $2,105 | $4,341-51.5% | $5,820-63.8% | $4,125-49.0% |
| Admin fee / account holder | $6,896 | $6,790+1.6% | $10,614-35.0% | $5,651+22.0% |