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 | $187,001 | $95,862+95.1% | $79,550+135.1% | $134,475+39.1% |
| Participation rate | 53.8% | 75.0%-21.2pp | 69.5%-15.6pp | 81.2%-27.4pp |
| Annual return | -6.54% | -2.69%-3.9pp | 0.16%-6.7pp | 417.96%-424.5pp |
| Employer contribution / active EE | $1,153 | $3,128-63.1% | $2,413-52.2% | $4,740-75.7% |
| Participant deferral / active EE | $3,522 | $4,693-25.0% | $3,985-11.6% | $6,400-45.0% |
| Admin fee / account holder | $638 | $9,126-93.0% | $6,832-90.7% | $11,426-94.4% |