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 | $141,093 | $77,813+81.3% | $123,544+14.2% | $64,186+119.8% |
| Participation rate | 64.2% | 74.7%-10.6pp | 82.3%-18.1pp | 69.6%-5.4pp |
| Annual return | -4.19% | 12.48%-16.7pp | 119.20%-123.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,243 | $3,014-58.8% | $4,628-73.2% | $2,381-47.8% |
| Participant deferral / active EE | $5,659 | $5,240+8.0% | $6,426-11.9% | $3,470+63.1% |
| Admin fee / account holder | $3,257 | $5,519-41.0% | $9,284-64.9% | $4,888-33.4% |