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 | $116,491 | $83,908+38.8% | $68,509+70.0% | $125,391-7.1% |
| Participation rate | 55.6% | 78.2%-22.6pp | 74.7%-19.2pp | 83.2%-27.6pp |
| Annual return | -3.18% | 14.48%-17.7pp | 8.27%-11.5pp | 282.22%-285.4pp |
| Employer contribution / active EE | $2,860 | $3,031-5.6% | $2,278+25.6% | $4,866-41.2% |
| Participant deferral / active EE | $5,508 | $4,125+33.5% | $3,382+62.8% | $5,352+2.9% |
| Admin fee / account holder | $3,334 | $8,982-62.9% | $5,275-36.8% | $9,540-65.1% |