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 | $149,290 | $100,754+48.2% | $86,677+72.2% | $134,475+11.0% |
| Participation rate | 44.4% | 78.9%-34.5pp | 76.6%-32.1pp | 81.2%-36.8pp |
| Annual return | -16.38% | 29.04%-45.4pp | 35.91%-52.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,996 | $3,489-14.1% | $2,836+5.6% | $4,740-36.8% |
| Participant deferral / active EE | $9,572 | $5,338+79.3% | $4,656+105.6% | $6,400+49.6% |
| Admin fee / account holder | $11,986 | $10,926+9.7% | $7,493+60.0% | $11,426+4.9% |