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 | $115,882 | $97,044+19.4% | $83,333+39.1% | $135,375-14.4% |
| Participation rate | 66.7% | 80.4%-13.7pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -5.67% | 12.31%-18.0pp | 10.63%-16.3pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,823 | $4,143-31.9% | $3,379-16.4% | $4,779-40.9% |
| Participant deferral / active EE | $7,896 | $5,964+32.4% | $5,565+41.9% | $5,609+40.8% |
| Admin fee / account holder | $4,808 | $8,380-42.6% | $7,510-36.0% | $10,827-55.6% |