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 | $106,722 | $95,971+11.2% | $74,550+43.2% | $135,375-21.2% |
| Participation rate | 54.5% | 75.7%-21.1pp | 69.1%-14.6pp | 82.6%-28.1pp |
| Annual return | -5.06% | 56.96%-62.0pp | 32.53%-37.6pp | 519.73%-524.8pp |
| Employer contribution / active EE | $1,054 | $2,716-61.2% | $1,961-46.2% | $4,779-77.9% |
| Participant deferral / active EE | $4,921 | $3,843+28.0% | $3,108+58.3% | $5,609-12.3% |
| Admin fee / account holder | $474 | $6,522-92.7% | $5,060-90.6% | $10,827-95.6% |