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 | $178,722 | $61,774+189.3% | $97,226+83.8% | $80,856+121.0% |
| Participation rate | 50.0% | 63.5%-13.5pp | 72.7%-22.7pp | 67.6%-17.6pp |
| Annual return | 14.20% | -557.90%+572.1pp | 75.13%-60.9pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,198 | $1,837-34.8% | $2,729-56.1% | $2,755-56.5% |
| Participant deferral / active EE | $4,382 | $3,029+44.7% | $4,264+2.8% | $4,296+2.0% |
| Admin fee / account holder | $6,896 | $5,166+33.5% | $5,654+22.0% | $6,918-0.3% |