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 | $89,350 | $91,538-2.4% | $129,995-31.3% | $75,163+18.9% |
| Participation rate | 42.0% | 71.4%-29.4pp | 78.5%-36.5pp | 67.2%-25.2pp |
| Annual return | 25.33% | -631.11%+656.4pp | -137.18%+162.5pp | 160.62%-135.3pp |
| Employer contribution / active EE | $817 | $2,845-71.3% | $4,320-81.1% | $2,670-69.4% |
| Participant deferral / active EE | $4,269 | $4,341-1.7% | $5,820-26.7% | $4,125+3.5% |
| Admin fee / account holder | $4,509 | $6,790-33.6% | $10,614-57.5% | $5,651-20.2% |