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 | $111,125 | $61,774+79.9% | $97,226+14.3% | $80,856+37.4% |
| Participation rate | 25.0% | 63.5%-38.5pp | 72.7%-47.7pp | 67.6%-42.6pp |
| Annual return | 19.61% | -557.90%+577.5pp | 75.13%-55.5pp | 35.59%-16.0pp |
| Employer contribution / active EE | $524 | $1,837-71.5% | $2,729-80.8% | $2,755-81.0% |
| Participant deferral / active EE | $3,240 | $3,029+7.0% | $4,264-24.0% | $4,296-24.6% |
| Admin fee / account holder | $1,552 | $5,166-70.0% | $5,654-72.5% | $6,918-77.6% |