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 | $174,579 | $71,883+142.9% | $86,677+101.4% | $68,494+154.9% |
| Participation rate | 42.9% | 72.2%-29.4pp | 76.6%-33.7pp | 67.9%-25.0pp |
| Annual return | -5.79% | 3.52%-9.3pp | 35.91%-41.7pp | -7.84%+2.1pp |
| Employer contribution / active EE | $2,463 | $2,173+13.4% | $2,836-13.1% | $2,596-5.1% |
| Participant deferral / active EE | $4,145 | $3,779+9.7% | $4,656-11.0% | $4,027+2.9% |
| Admin fee / account holder | $13,459 | $6,112+120.2% | $7,493+79.6% | $5,403+149.1% |