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 | $67,269 | $91,538-26.5% | $129,995-48.3% | $75,163-10.5% |
| Participation rate | 54.2% | 71.4%-17.2pp | 78.5%-24.2pp | 67.2%-13.0pp |
| Annual return | 23.24% | -631.11%+654.4pp | -137.18%+160.4pp | 160.62%-137.4pp |
| Employer contribution / active EE | $2,145 | $2,845-24.6% | $4,320-50.3% | $2,670-19.7% |
| Participant deferral / active EE | $3,934 | $4,341-9.4% | $5,820-32.4% | $4,125-4.6% |
| Admin fee / account holder | $4,256 | $6,790-37.3% | $10,614-59.9% | $5,651-24.7% |