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 | $244,887 | $129,942+88.5% | $104,294+134.8% | $134,475+82.1% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | 0.49% | 42.03%-41.5pp | 24.61%-24.1pp | 417.96%-417.5pp |
| Employer contribution / active EE | $1,813 | $4,184-56.7% | $3,372-46.2% | $4,740-61.7% |
| Participant deferral / active EE | $12,982 | $5,588+132.3% | $4,625+180.7% | $6,400+102.8% |
| Admin fee / account holder | $741 | $9,323-92.1% | $7,339-89.9% | $11,426-93.5% |