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 | $120,354 | $77,813+54.7% | $123,544-2.6% | $64,186+87.5% |
| Participation rate | 66.7% | 74.7%-8.0pp | 82.3%-15.6pp | 69.6%-2.9pp |
| Annual return | -5.16% | 12.48%-17.6pp | 119.20%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $3,372 | $3,014+11.9% | $4,628-27.1% | $2,381+41.6% |
| Participant deferral / active EE | $3,736 | $5,240-28.7% | $6,426-41.9% | $3,470+7.7% |
| Admin fee / account holder | $1,875 | $5,519-66.0% | $9,284-79.8% | $4,888-61.6% |