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 | $216,493 | $95,862+125.8% | $79,550+172.1% | $134,475+61.0% |
| Participation rate | 43.8% | 75.0%-31.3pp | 69.5%-25.7pp | 81.2%-37.5pp |
| Annual return | -15.93% | -2.69%-13.2pp | 0.16%-16.1pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,152 | $3,128-63.2% | $2,413-52.3% | $4,740-75.7% |
| Participant deferral / active EE | $2,451 | $4,693-47.8% | $3,985-38.5% | $6,400-61.7% |
| Admin fee / account holder | $3,584 | $9,126-60.7% | $6,832-47.5% | $11,426-68.6% |