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 | $193,268 | $211,958-8.8% | $169,463+14.0% | $135,375+42.8% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -3.28% | 3.26%-6.5pp | 1.83%-5.1pp | 519.73%-523.0pp |
| Employer contribution / active EE | $15,035 | $5,120+193.7% | $4,159+261.5% | $4,779+214.6% |
| Participant deferral / active EE | $16,333 | $6,075+168.9% | $5,277+209.5% | $5,609+191.2% |
| Admin fee / account holder | $780 | $11,471-93.2% | $9,109-91.4% | $10,827-92.8% |