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 | $123,886 | $70,428+75.9% | $96,562+28.3% | $85,850+44.3% |
| Participation rate | 53.6% | 61.8%-8.2pp | 69.8%-16.2pp | 69.3%-15.7pp |
| Annual return | 11.42% | 18.59%-7.2pp | 37.78%-26.4pp | 318.53%-307.1pp |
| Employer contribution / active EE | $324 | $1,413-77.1% | $2,356-86.3% | $2,565-87.4% |
| Participant deferral / active EE | $2,771 | $2,894-4.3% | $3,849-28.0% | $3,952-29.9% |
| Admin fee / account holder | $43,285 | $4,997+766.3% | $6,181+600.3% | $6,260+591.5% |