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 | $111,610 | $30,732+263.2% | $59,496+87.6% | $59,632+87.2% |
| Participation rate | 65.4% | 43.2%+22.2pp | 54.6%+10.8pp | 68.7%-3.3pp |
| Annual return | 0.80% | 4.47%-3.7pp | 182.05%-181.2pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $789 | $631+25.1% | $1,153-31.6% | $2,203-64.2% |
| Participant deferral / active EE | $2,750 | $1,183+132.5% | $1,829+50.3% | $3,192-13.8% |
| Admin fee / account holder | $5,219 | $2,136+144.3% | $2,232+133.8% | $4,297+21.5% |