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 | $113,400 | $45,863+147.3% | $77,024+47.2% | $68,494+65.6% |
| Participation rate | 61.8% | 55.9%+5.9pp | 67.9%-6.1pp | 67.9%-6.1pp |
| Annual return | -16.16% | 1.72%-17.9pp | 42.32%-58.5pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,270 | $1,650+37.6% | $2,812-19.3% | $2,596-12.6% |
| Participant deferral / active EE | $3,580 | $2,962+20.8% | $4,426-19.1% | $4,027-11.1% |
| Admin fee / account holder | $4,820 | $3,041+58.5% | $5,425-11.2% | $5,403-10.8% |