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 | $158,340 | $100,754+57.2% | $86,677+82.7% | $134,475+17.7% |
| Participation rate | 52.9% | 78.9%-26.0pp | 76.6%-23.6pp | 81.2%-28.3pp |
| Annual return | -14.12% | 29.04%-43.2pp | 35.91%-50.0pp | 417.96%-432.1pp |
| Employer contribution / active EE | $2,217 | $3,489-36.5% | $2,836-21.8% | $4,740-53.2% |
| Participant deferral / active EE | $8,960 | $5,338+67.9% | $4,656+92.5% | $6,400+40.0% |
| Admin fee / account holder | $661 | $10,926-94.0% | $7,493-91.2% | $11,426-94.2% |