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 | $162,691 | $90,503+79.8% | $78,689+106.8% | $273,961-40.6% |
| Participation rate | 53.8% | 76.5%-22.7pp | 73.6%-19.7pp | 83.0%-29.2pp |
| Annual return | 3.94% | 75.60%-71.7pp | 62.18%-58.2pp | 41.45%-37.5pp |
| Employer contribution / active EE | $595 | $3,176-81.3% | $2,851-79.1% | $4,869-87.8% |
| Participant deferral / active EE | $6,465 | $3,901+65.7% | $3,517+83.8% | $5,287+22.3% |
| Admin fee / account holder | $109,381 | $5,263+1978.2% | $4,510+2325.1% | $10,132+979.6% |