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 | $95,788 | $49,177+94.8% | $79,464+20.5% | $64,186+49.2% |
| Participation rate | 45.0% | 65.0%-20.0pp | 73.3%-28.3pp | 69.6%-24.6pp |
| Annual return | -6.62% | -1.16%-5.5pp | 718.14%-724.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,837 | $2,821+0.6% | $3,704-23.4% | $3,470-18.2% |
| Admin fee / account holder | $7,664 | $3,839+99.6% | $5,113+49.9% | $4,888+56.8% |