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 | $93,501 | $54,350+72.0% | $82,719+13.0% | $68,494+36.5% |
| Participation rate | 21.1% | 63.9%-42.8pp | 72.6%-51.4pp | 67.9%-46.8pp |
| Annual return | -16.24% | -13.67%-2.6pp | 701.18%-717.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,143 | $2,218-48.5% | $3,009-62.0% | $2,596-56.0% |
| Participant deferral / active EE | $2,742 | $3,246-15.5% | $4,395-37.6% | $4,027-31.9% |
| Admin fee / account holder | $3,571 | $4,395-18.8% | $5,329-33.0% | $5,403-33.9% |