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 | $246,379 | $154,117+59.9% | $129,995+89.5% | $139,434+76.7% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.5%-21.3pp | 80.3%-23.2pp |
| Annual return | 27.00% | 32.48%-5.5pp | -137.18%+164.2pp | 372.94%-345.9pp |
| Employer contribution / active EE | $2,183 | $5,289-58.7% | $4,320-49.5% | $4,751-54.1% |
| Participant deferral / active EE | $9,216 | $6,710+37.3% | $5,820+58.4% | $6,710+37.3% |
| Admin fee / account holder | $826 | $14,007-94.1% | $10,614-92.2% | $11,403-92.8% |