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 | $145,726 | $62,586+132.8% | $76,768+89.8% | $64,186+127.0% |
| Participation rate | 57.1% | 72.8%-15.7pp | 77.0%-19.8pp | 69.6%-12.4pp |
| Annual return | 5.33% | -1.95%+7.3pp | 2.43%+2.9pp | 7.63%-2.3pp |
| Employer contribution / active EE | $7,143 | $1,832+289.9% | $2,485+187.4% | $2,381+200.0% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,936 | $4,667-15.7% | $6,675-41.0% | $4,888-19.5% |