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 | $193,482 | $113,935+69.8% | $94,224+105.3% | $125,391+54.3% |
| Participation rate | 47.1% | 82.9%-35.8pp | 78.8%-31.7pp | 83.2%-36.1pp |
| Annual return | -2.01% | 5.29%-7.3pp | 10.68%-12.7pp | 282.22%-284.2pp |
| Employer contribution / active EE | $1,194 | $4,727-74.7% | $3,587-66.7% | $4,866-75.5% |
| Participant deferral / active EE | $2,212 | $5,179-57.3% | $4,320-48.8% | $5,352-58.7% |
| Admin fee / account holder | $10,666 | $8,391+27.1% | $6,269+70.1% | $9,540+11.8% |