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 | $123,589 | $81,840+51.0% | $63,412+94.9% | $125,391-1.4% |
| Participation rate | 62.5% | 73.0%-10.5pp | 67.1%-4.6pp | 83.2%-20.7pp |
| Annual return | -2.48% | -0.10%-2.4pp | 4.04%-6.5pp | 282.22%-284.7pp |
| Employer contribution / active EE | $2,097 | $2,377-11.8% | $1,814+15.6% | $4,866-56.9% |
| Participant deferral / active EE | $9,911 | $3,064+223.4% | $2,496+297.2% | $5,352+85.2% |
| Admin fee / account holder | $1,664 | $4,951-66.4% | $3,753-55.7% | $9,540-82.6% |