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 | $53,671 | $91,538-41.4% | $129,995-58.7% | $75,163-28.6% |
| Participation rate | 32.3% | 71.4%-39.2pp | 78.5%-46.2pp | 67.2%-34.9pp |
| Annual return | 19.35% | -631.11%+650.5pp | -137.18%+156.5pp | 160.62%-141.3pp |
| Employer contribution / active EE | $988 | $2,845-65.3% | $4,320-77.1% | $2,670-63.0% |
| Participant deferral / active EE | $2,274 | $4,341-47.6% | $5,820-60.9% | $4,125-44.9% |
| Admin fee / account holder | $1,846 | $6,790-72.8% | $10,614-82.6% | $5,651-67.3% |