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 | $155,977 | $91,538+70.4% | $129,995+20.0% | $75,163+107.5% |
| Participation rate | 61.4% | 71.4%-10.1pp | 78.5%-17.1pp | 67.2%-5.8pp |
| Annual return | 22.73% | -631.11%+653.8pp | -137.18%+159.9pp | 160.62%-137.9pp |
| Employer contribution / active EE | $3,159 | $2,845+11.0% | $4,320-26.9% | $2,670+18.3% |
| Participant deferral / active EE | $6,507 | $4,341+49.9% | $5,820+11.8% | $4,125+57.7% |
| Admin fee / account holder | $3,342 | $6,790-50.8% | $10,614-68.5% | $5,651-40.9% |