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 | $120,578 | $54,350+121.9% | $82,719+45.8% | $68,494+76.0% |
| Participation rate | 61.1% | 63.9%-2.8pp | 72.6%-11.4pp | 67.9%-6.8pp |
| Annual return | -13.85% | -13.67%-0.2pp | 701.18%-715.0pp | -7.84%-6.0pp |
| Employer contribution / active EE | $2,676 | $2,218+20.7% | $3,009-11.1% | $2,596+3.1% |
| Participant deferral / active EE | $4,821 | $3,246+48.5% | $4,395+9.7% | $4,027+19.7% |
| Admin fee / account holder | $2,867 | $4,395-34.8% | $5,329-46.2% | $5,403-46.9% |