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 | $72,128 | $49,177+46.7% | $79,464-9.2% | $64,186+12.4% |
| Participation rate | 67.4% | 65.0%+2.4pp | 73.3%-5.9pp | 69.6%-2.1pp |
| Annual return | -5.58% | -1.16%-4.4pp | 718.14%-723.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,787 | $2,076+34.2% | $2,800-0.5% | $2,381+17.0% |
| Participant deferral / active EE | $4,125 | $2,821+46.2% | $3,704+11.4% | $3,470+18.9% |
| Admin fee / account holder | $15,879 | $3,839+313.6% | $5,113+210.6% | $4,888+224.9% |