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 | $127,334 | $95,862+32.8% | $79,550+60.1% | $134,475-5.3% |
| Participation rate | 64.7% | 75.0%-10.3pp | 69.5%-4.8pp | 81.2%-16.5pp |
| Annual return | 3.36% | -2.69%+6.0pp | 0.16%+3.2pp | 417.96%-414.6pp |
| Employer contribution / active EE | $980 | $3,128-68.7% | $2,413-59.4% | $4,740-79.3% |
| Participant deferral / active EE | $2,335 | $4,693-50.2% | $3,985-41.4% | $6,400-63.5% |
| Admin fee / account holder | $452 | $9,126-95.0% | $6,832-93.4% | $11,426-96.0% |