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 | $176,898 | $56,484+213.2% | $169,463+4.4% | $64,186+175.6% |
| Participation rate | 64.3% | 64.5%-0.3pp | 77.8%-13.5pp | 69.6%-5.3pp |
| Annual return | -4.50% | -1.55%-2.9pp | 1.83%-6.3pp | 7.63%-12.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,776 | $3,448+38.5% | $5,277-9.5% | $3,470+37.6% |
| Admin fee / account holder | $8,637 | $4,174+106.9% | $9,109-5.2% | $4,888+76.7% |