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 | $165,759 | $176,377-6.0% | $134,143+23.6% | $158,922+4.3% |
| Participation rate | 50.0% | 78.7%-28.7pp | 72.2%-22.2pp | 82.0%-32.0pp |
| Annual return | 6.07% | 63.63%-57.6pp | 36.33%-30.3pp | 302.83%-296.8pp |
| Employer contribution / active EE | $907 | $5,040-82.0% | $3,704-75.5% | $4,761-80.9% |
| Participant deferral / active EE | $1,400 | $4,091-65.8% | $3,499-60.0% | $5,982-76.6% |
| Admin fee / account holder | $101,506 | $8,718+1064.4% | $6,684+1418.6% | $11,246+802.6% |