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 | $70,059 | $138,065-49.3% | $123,544-43.3% | $135,375-48.2% |
| Participation rate | 64.7% | 84.7%-20.0pp | 82.3%-17.6pp | 82.6%-17.9pp |
| Annual return | -7.92% | 153.68%-161.6pp | 119.20%-127.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $2,040 | $5,151-60.4% | $4,628-55.9% | $4,779-57.3% |
| Participant deferral / active EE | $5,920 | $6,799-12.9% | $6,426-7.9% | $5,609+5.5% |
| Admin fee / account holder | $751 | $10,916-93.1% | $9,284-91.9% | $10,827-93.1% |