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 | $213,315 | $50,958+318.6% | $74,550+186.1% | $64,186+232.3% |
| Participation rate | 55.6% | 61.1%-5.5pp | 69.1%-13.6pp | 69.6%-14.0pp |
| Annual return | -7.56% | -1.86%-5.7pp | 32.53%-40.1pp | 7.63%-15.2pp |
| Employer contribution / active EE | $832 | $1,115-25.4% | $1,961-57.6% | $2,381-65.1% |
| Participant deferral / active EE | $3,389 | $2,301+47.3% | $3,108+9.1% | $3,470-2.3% |
| Admin fee / account holder | $5,843 | $4,223+38.4% | $5,060+15.5% | $4,888+19.5% |