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 | $139,068 | $91,538+51.9% | $129,995+7.0% | $75,163+85.0% |
| Participation rate | 48.1% | 71.4%-23.3pp | 78.5%-30.3pp | 67.2%-19.0pp |
| Annual return | 19.77% | -631.11%+650.9pp | -137.18%+156.9pp | 160.62%-140.8pp |
| Employer contribution / active EE | $2,595 | $2,845-8.8% | $4,320-39.9% | $2,670-2.8% |
| Participant deferral / active EE | $5,814 | $4,341+33.9% | $5,820-0.1% | $4,125+40.9% |
| Admin fee / account holder | $1,536 | $6,790-77.4% | $10,614-85.5% | $5,651-72.8% |