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 | $170,212 | $82,286+106.9% | $68,791+147.4% | $134,475+26.6% |
| Participation rate | 33.3% | 75.1%-41.7pp | 69.0%-35.7pp | 81.2%-47.9pp |
| Annual return | 6.24% | -2.19%+8.4pp | -6.38%+12.6pp | 417.96%-411.7pp |
| Employer contribution / active EE | $1,326 | $3,301-59.8% | $2,655-50.1% | $4,740-72.0% |
| Participant deferral / active EE | $4,594 | $4,739-3.0% | $3,941+16.6% | $6,400-28.2% |
| Admin fee / account holder | $4,408 | $6,481-32.0% | $4,932-10.6% | $11,426-61.4% |