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 | $186,358 | $71,883+159.3% | $86,677+115.0% | $68,494+172.1% |
| Participation rate | 35.3% | 72.2%-36.9pp | 76.6%-41.3pp | 67.9%-32.6pp |
| Annual return | -10.96% | 3.52%-14.5pp | 35.91%-46.9pp | -7.84%-3.1pp |
| Employer contribution / active EE | $2,024 | $2,173-6.8% | $2,836-28.6% | $2,596-22.0% |
| Participant deferral / active EE | $4,267 | $3,779+12.9% | $4,656-8.3% | $4,027+6.0% |
| Admin fee / account holder | $14,398 | $6,112+135.6% | $7,493+92.1% | $5,403+166.5% |