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 | $180,375 | $99,079+82.1% | $77,999+131.3% | $273,961-34.2% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.5%-15.5pp | 83.0%-23.0pp |
| Annual return | 2.78% | 217.93%-215.1pp | 425.96%-423.2pp | 41.45%-38.7pp |
| Employer contribution / active EE | $2,083 | $3,308-37.0% | $2,470-15.7% | $4,869-57.2% |
| Participant deferral / active EE | $7,395 | $4,306+71.7% | $3,497+111.5% | $5,287+39.9% |
| Admin fee / account holder | $10,072 | $8,954+12.5% | $5,480+83.8% | $10,132-0.6% |