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 | $215,040 | $113,935+88.7% | $94,224+128.2% | $125,391+71.5% |
| Participation rate | 66.7% | 82.9%-16.2pp | 78.8%-12.1pp | 83.2%-16.5pp |
| Annual return | 0.67% | 5.29%-4.6pp | 10.68%-10.0pp | 282.22%-281.6pp |
| Employer contribution / active EE | $2,995 | $4,727-36.6% | $3,587-16.5% | $4,866-38.5% |
| Participant deferral / active EE | $5,912 | $5,179+14.2% | $4,320+36.9% | $5,352+10.5% |
| Admin fee / account holder | $845 | $8,391-89.9% | $6,269-86.5% | $9,540-91.1% |