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 | $124,706 | $57,354+117.4% | $83,848+48.7% | $64,186+94.3% |
| Participation rate | 51.2% | 68.6%-17.4pp | 76.1%-25.0pp | 69.6%-18.4pp |
| Annual return | -6.93% | 11.38%-18.3pp | 850.88%-857.8pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,363 | $2,545-46.4% | $3,631-62.4% | $2,381-42.7% |
| Participant deferral / active EE | $4,418 | $2,993+47.6% | $4,082+8.3% | $3,470+27.3% |
| Admin fee / account holder | $6,533 | $4,046+61.5% | $5,478+19.2% | $4,888+33.6% |