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 | $202,088 | $95,193+112.3% | $76,523+164.1% | $135,375+49.3% |
| Participation rate | 60.0% | 74.4%-14.4pp | 68.0%-8.0pp | 82.6%-22.6pp |
| Annual return | -4.61% | 4.85%-9.5pp | -0.27%-4.3pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,259 | $3,302-61.9% | $2,647-52.5% | $4,779-73.7% |
| Participant deferral / active EE | $1,701 | $4,639-63.3% | $3,835-55.6% | $5,609-69.7% |
| Admin fee / account holder | $32,209 | $6,249+415.5% | $4,848+564.4% | $10,827+197.5% |