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 | $198,567 | $167,484+18.6% | $151,611+31.0% | $134,475+47.7% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -9.01% | 7.80%-16.8pp | 3.33%-12.3pp | 417.96%-427.0pp |
| Employer contribution / active EE | $1,576 | $6,829-76.9% | $6,166-74.4% | $4,740-66.7% |
| Participant deferral / active EE | $7,227 | $8,986-19.6% | $8,363-13.6% | $6,400+12.9% |
| Admin fee / account holder | $19,030 | $13,783+38.1% | $11,616+63.8% | $11,426+66.6% |