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 | $135,672 | $72,404+87.4% | $110,238+23.1% | $64,186+111.4% |
| Participation rate | 56.7% | 73.3%-16.7pp | 79.8%-23.2pp | 69.6%-12.9pp |
| Annual return | -5.76% | -6.29%+0.5pp | 314.74%-320.5pp | 7.63%-13.4pp |
| Employer contribution / active EE | $661 | $2,282-71.0% | $3,826-82.7% | $2,381-72.2% |
| Participant deferral / active EE | $7,668 | $3,469+121.0% | $4,672+64.1% | $3,470+121.0% |
| Admin fee / account holder | $1,060 | $5,664-81.3% | $8,547-87.6% | $4,888-78.3% |