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 | $161,016 | $91,538+75.9% | $129,995+23.9% | $75,163+114.2% |
| Participation rate | 64.0% | 71.4%-7.4pp | 78.5%-14.5pp | 67.2%-3.2pp |
| Annual return | 18.67% | -631.11%+649.8pp | -137.18%+155.8pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,164 | $2,845-23.9% | $4,320-49.9% | $2,670-18.9% |
| Participant deferral / active EE | $5,903 | $4,341+36.0% | $5,820+1.4% | $4,125+43.1% |
| Admin fee / account holder | $9,688 | $6,790+42.7% | $10,614-8.7% | $5,651+71.4% |