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 | $199,426 | $86,699+130.0% | $73,307+172.0% | $125,391+59.0% |
| Participation rate | 64.7% | 78.6%-13.9pp | 74.9%-10.2pp | 83.2%-18.5pp |
| Annual return | 1.02% | 2.78%-1.8pp | 5.67%-4.7pp | 282.22%-281.2pp |
| Employer contribution / active EE | $1,317 | $4,152-68.3% | $3,237-59.3% | $4,866-72.9% |
| Participant deferral / active EE | $2,546 | $5,550-54.1% | $4,991-49.0% | $5,352-52.4% |
| Admin fee / account holder | $2,408 | $7,771-69.0% | $5,637-57.3% | $9,540-74.8% |