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 | $147,098 | $91,538+60.7% | $129,995+13.2% | $75,163+95.7% |
| Participation rate | 48.1% | 71.4%-23.3pp | 78.5%-30.3pp | 67.2%-19.0pp |
| Annual return | 17.72% | -631.11%+648.8pp | -137.18%+154.9pp | 160.62%-142.9pp |
| Employer contribution / active EE | $970 | $2,845-65.9% | $4,320-77.5% | $2,670-63.7% |
| Participant deferral / active EE | $2,432 | $4,341-44.0% | $5,820-58.2% | $4,125-41.1% |
| Admin fee / account holder | $2,299 | $6,790-66.1% | $10,614-78.3% | $5,651-59.3% |