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 | $141,850 | $57,354+147.3% | $83,848+69.2% | $64,186+121.0% |
| Participation rate | 44.8% | 68.6%-23.8pp | 76.1%-31.3pp | 69.6%-24.7pp |
| Annual return | -6.73% | 11.38%-18.1pp | 850.88%-857.6pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,735 | $2,545-31.8% | $3,631-52.2% | $2,381-27.1% |
| Participant deferral / active EE | $3,182 | $2,993+6.3% | $4,082-22.1% | $3,470-8.3% |
| Admin fee / account holder | $3,153 | $4,046-22.1% | $5,478-42.5% | $4,888-35.5% |