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 | $132,097 | $92,222+43.2% | $76,768+72.1% | $135,375-2.4% |
| Participation rate | 60.0% | 79.8%-19.8pp | 77.0%-17.0pp | 82.6%-22.6pp |
| Annual return | 1.81% | 5.46%-3.6pp | 2.43%-0.6pp | 519.73%-517.9pp |
| Employer contribution / active EE | $1,815 | $3,216-43.6% | $2,485-27.0% | $4,779-62.0% |
| Participant deferral / active EE | $2,244 | $4,509-50.2% | $3,852-41.7% | $5,609-60.0% |
| Admin fee / account holder | $1,110 | $10,748-89.7% | $6,675-83.4% | $10,827-89.7% |