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 | $151,183 | $72,404+108.8% | $110,238+37.1% | $64,186+135.5% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-2.9pp |
| Annual return | -4.97% | -6.29%+1.3pp | 314.74%-319.7pp | 7.63%-12.6pp |
| Employer contribution / active EE | $543 | $2,282-76.2% | $3,826-85.8% | $2,381-77.2% |
| Participant deferral / active EE | $5,427 | $3,469+56.4% | $4,672+16.2% | $3,470+56.4% |
| Admin fee / account holder | $307 | $5,664-94.6% | $8,547-96.4% | $4,888-93.7% |