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 | $207,280 | $82,664+150.8% | $125,339+65.4% | $68,494+202.6% |
| Participation rate | 55.0% | 75.0%-20.0pp | 82.4%-27.4pp | 67.9%-12.9pp |
| Annual return | -10.38% | -5.97%-4.4pp | 572.05%-582.4pp | -7.84%-2.5pp |
| Employer contribution / active EE | $1,768 | $3,381-47.7% | $4,814-63.3% | $2,596-31.9% |
| Participant deferral / active EE | $5,530 | $6,110-9.5% | $7,446-25.7% | $4,027+37.3% |
| Admin fee / account holder | $583 | $6,275-90.7% | $10,010-94.2% | $5,403-89.2% |