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 | $140,776 | $91,911+53.2% | $68,793+104.6% | $135,375+4.0% |
| Participation rate | 68.4% | 76.7%-8.3pp | 72.2%-3.8pp | 82.6%-14.2pp |
| Annual return | -4.13% | -8.22%+4.1pp | -4.63%+0.5pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,835 | $3,924-27.7% | $2,625+8.0% | $4,779-40.7% |
| Participant deferral / active EE | $3,923 | $4,315-9.1% | $3,311+18.5% | $5,609-30.1% |
| Admin fee / account holder | $6,460 | $9,240-30.1% | $5,131+25.9% | $10,827-40.3% |