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 | $145,902 | $64,839+125.0% | $95,585+52.6% | $84,808+72.0% |
| Participation rate | 22.9% | 63.8%-40.9pp | 72.1%-49.2pp | 68.3%-45.4pp |
| Annual return | 15.89% | -670.96%+686.9pp | 38.56%-22.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $510 | $1,759-71.0% | $2,527-79.8% | $2,631-80.6% |
| Participant deferral / active EE | $3,113 | $2,965+5.0% | $4,023-22.6% | $4,212-26.1% |
| Admin fee / account holder | $8,371 | $5,964+40.4% | $6,127+36.6% | $7,344+14.0% |