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 | $98,325 | $76,000+29.4% | $154,107-36.2% | $64,186+53.2% |
| Participation rate | 65.7% | 70.4%-4.7pp | 83.0%-17.3pp | 69.6%-3.9pp |
| Annual return | -4.32% | 30.32%-34.6pp | 735.12%-739.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,225 | $3,351-63.4% | $5,298-76.9% | $2,381-48.5% |
| Participant deferral / active EE | $3,917 | $3,175+23.4% | $5,081-22.9% | $3,470+12.9% |
| Admin fee / account holder | $1,377 | $5,596-75.4% | $13,411-89.7% | $4,888-71.8% |