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 | $199,046 | $138,065+44.2% | $123,544+61.1% | $135,375+47.0% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -4.86% | 153.68%-158.5pp | 119.20%-124.1pp | 519.73%-524.6pp |
| Employer contribution / active EE | $3,963 | $5,151-23.1% | $4,628-14.4% | $4,779-17.1% |
| Participant deferral / active EE | $8,403 | $6,799+23.6% | $6,426+30.8% | $5,609+49.8% |
| Admin fee / account holder | $1,107 | $10,916-89.9% | $9,284-88.1% | $10,827-89.8% |