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 | $212,252 | $64,707+228.0% | $112,228+89.1% | $68,494+209.9% |
| Participation rate | 56.0% | 67.2%-11.2pp | 75.1%-19.1pp | 67.9%-11.9pp |
| Annual return | -18.37% | -11.40%-7.0pp | 27.45%-45.8pp | -7.84%-10.5pp |
| Employer contribution / active EE | $985 | $2,746-64.1% | $3,635-72.9% | $2,596-62.1% |
| Participant deferral / active EE | $3,103 | $3,565-13.0% | $4,728-34.4% | $4,027-22.9% |
| Admin fee / account holder | $1,690 | $5,232-67.7% | $6,410-73.6% | $5,403-68.7% |