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 | $236,069 | $74,879,922-99.7% | $40,145,923-99.4% | $273,961-13.8% |
| Participation rate | 62.5% | 74.1%-11.6pp | 68.4%-5.9pp | 83.0%-20.5pp |
| Annual return | 6.77% | 2.55%+4.2pp | 5.24%+1.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,620 | $2,350-31.1% | $1,844-12.1% | $4,869-66.7% |
| Participant deferral / active EE | $6,350 | $2,962+114.4% | $2,591+145.1% | $5,287+20.1% |
| Admin fee / account holder | $32,331 | $3,725+768.0% | $2,903+1013.6% | $10,132+219.1% |