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 | $78,259 | $91,538-14.5% | $129,995-39.8% | $75,163+4.1% |
| Participation rate | 67.2% | 71.4%-4.2pp | 78.5%-11.2pp | 67.2%0pp |
| Annual return | 19.75% | -631.11%+650.9pp | -137.18%+156.9pp | 160.62%-140.9pp |
| Employer contribution / active EE | $2,492 | $2,845-12.4% | $4,320-42.3% | $2,670-6.6% |
| Participant deferral / active EE | $6,125 | $4,341+41.1% | $5,820+5.2% | $4,125+48.5% |
| Admin fee / account holder | $1,464 | $6,790-78.4% | $10,614-86.2% | $5,651-74.1% |