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 | $136,559 | $94,529+44.5% | $140,016-2.5% | $64,186+112.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 87.5%-20.8pp | 69.6%-2.9pp |
| Annual return | -6.20% | 7.77%-14.0pp | 651.12%-657.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $4,078 | $3,812+7.0% | $5,606-27.2% | $2,381+71.3% |
| Participant deferral / active EE | $6,745 | $5,250+28.5% | $6,927-2.6% | $3,470+94.4% |
| Admin fee / account holder | $1,922 | $6,741-71.5% | $10,705-82.0% | $4,888-60.7% |