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 | $160,865 | $72,404+122.2% | $110,238+45.9% | $64,186+150.6% |
| Participation rate | 67.3% | 73.3%-6.1pp | 79.8%-12.5pp | 69.6%-2.3pp |
| Annual return | 3.92% | -6.29%+10.2pp | 314.74%-310.8pp | 7.63%-3.7pp |
| Employer contribution / active EE | $1,062 | $2,282-53.4% | $3,826-72.2% | $2,381-55.4% |
| Participant deferral / active EE | $3,262 | $3,469-6.0% | $4,672-30.2% | $3,470-6.0% |
| Admin fee / account holder | $7,418 | $5,664+31.0% | $8,547-13.2% | $4,888+51.7% |