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 | $182,680 | $127,100+43.7% | $105,738+72.8% | $135,375+34.9% |
| Participation rate | 55.6% | 82.7%-27.1pp | 76.3%-20.8pp | 82.6%-27.1pp |
| Annual return | -0.26% | 4.49%-4.8pp | 6.27%-6.5pp | 519.73%-520.0pp |
| Employer contribution / active EE | $945 | $4,107-77.0% | $3,268-71.1% | $4,779-80.2% |
| Participant deferral / active EE | $1,742 | $5,064-65.6% | $4,080-57.3% | $5,609-68.9% |
| Admin fee / account holder | $5,403 | $9,087-40.5% | $6,913-21.8% | $10,827-50.1% |