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 | $88,154 | $67,331+30.9% | $60,874+44.8% | $134,475-34.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -15.22% | 49.93%-65.1pp | 16.90%-32.1pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,492 | $3,096-51.8% | $2,701-44.8% | $4,740-68.5% |
| Participant deferral / active EE | $2,350 | $4,538-48.2% | $3,817-38.4% | $6,400-63.3% |
| Admin fee / account holder | $1,574 | $4,582-65.7% | $3,224-51.2% | $11,426-86.2% |