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 | $190,174 | $91,538+107.8% | $129,995+46.3% | $75,163+153.0% |
| Participation rate | 46.4% | 71.4%-25.0pp | 78.5%-32.1pp | 67.2%-20.8pp |
| Annual return | 21.52% | -631.11%+652.6pp | -137.18%+158.7pp | 160.62%-139.1pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,477 | $4,341-19.9% | $5,820-40.3% | $4,125-15.7% |
| Admin fee / account holder | $2,496 | $6,790-63.2% | $10,614-76.5% | $5,651-55.8% |