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 | $162,575 | $91,538+77.6% | $129,995+25.1% | $75,163+116.3% |
| Participation rate | 22.5% | 71.4%-48.9pp | 78.5%-56.0pp | 67.2%-44.7pp |
| Annual return | 21.03% | -631.11%+652.1pp | -137.18%+158.2pp | 160.62%-139.6pp |
| Employer contribution / active EE | $802 | $2,845-71.8% | $4,320-81.4% | $2,670-70.0% |
| Participant deferral / active EE | $2,791 | $4,341-35.7% | $5,820-52.0% | $4,125-32.3% |
| Admin fee / account holder | $772 | $6,790-88.6% | $10,614-92.7% | $5,651-86.3% |