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 | $195,358 | $91,538+113.4% | $129,995+50.3% | $75,163+159.9% |
| Participation rate | 64.0% | 71.4%-7.4pp | 78.5%-14.5pp | 67.2%-3.2pp |
| Annual return | 15.90% | -631.11%+647.0pp | -137.18%+153.1pp | 160.62%-144.7pp |
| Employer contribution / active EE | $3,142 | $2,845+10.4% | $4,320-27.3% | $2,670+17.7% |
| Participant deferral / active EE | $3,861 | $4,341-11.1% | $5,820-33.7% | $4,125-6.4% |
| Admin fee / account holder | $2,519 | $6,790-62.9% | $10,614-76.3% | $5,651-55.4% |