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 | $211,971 | $127,386+66.4% | $115,037+84.3% | $125,391+69.0% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | 0.63% | 31.28%-30.6pp | 26.14%-25.5pp | 282.22%-281.6pp |
| Employer contribution / active EE | $4,033 | $5,166-21.9% | $4,608-12.5% | $4,866-17.1% |
| Participant deferral / active EE | $15,233 | $6,423+137.2% | $6,026+152.8% | $5,352+184.7% |
| Admin fee / account holder | $16,325 | $9,516+71.5% | $8,175+99.7% | $9,540+71.1% |