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 | $176,020 | $87,540+101.1% | $75,781+132.3% | $125,391+40.4% |
| Participation rate | 50.0% | 80.2%-30.2pp | 75.8%-25.8pp | 83.2%-33.2pp |
| Annual return | 0.07% | 13.48%-13.4pp | 9.68%-9.6pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,745 | $3,930-55.6% | $3,323-47.5% | $4,866-64.1% |
| Participant deferral / active EE | $5,805 | $4,229+37.3% | $3,651+59.0% | $5,352+8.5% |
| Admin fee / account holder | $71,240 | $6,502+995.7% | $5,299+1244.4% | $9,540+646.7% |