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 | $124,283 | $81,208+53.0% | $98,907+25.7% | $79,858+55.6% |
| Participation rate | 68.6% | 72.5%-3.9pp | 76.0%-7.5pp | 69.6%-1.1pp |
| Annual return | 12.64% | 60.99%-48.3pp | 196.43%-183.8pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,912 | $1,960-2.4% | $2,689-28.9% | $2,471-22.6% |
| Participant deferral / active EE | $3,060 | $3,265-6.3% | $4,244-27.9% | $3,740-18.2% |
| Admin fee / account holder | $18,154 | $6,013+201.9% | $6,642+173.3% | $5,306+242.1% |