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 | $203,815 | $105,860+92.5% | $90,749+124.6% | $134,475+51.6% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.7%-25.7pp | 81.2%-31.2pp |
| Annual return | -17.85% | -11.01%-6.8pp | -12.16%-5.7pp | 417.96%-435.8pp |
| Employer contribution / active EE | $3,143 | $3,462-9.2% | $2,921+7.6% | $4,740-33.7% |
| Participant deferral / active EE | $10,554 | $5,216+102.4% | $4,564+131.2% | $6,400+64.9% |
| Admin fee / account holder | $27,628 | $13,938+98.2% | $8,445+227.2% | $11,426+141.8% |