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 | $104,152 | $91,538+13.8% | $129,995-19.9% | $75,163+38.6% |
| Participation rate | 67.6% | 71.4%-3.8pp | 78.5%-10.8pp | 67.2%+0.5pp |
| Annual return | 15.36% | -631.11%+646.5pp | -137.18%+152.5pp | 160.62%-145.3pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,145 | $4,341+18.5% | $5,820-11.6% | $4,125+24.7% |
| Admin fee / account holder | $4,160 | $6,790-38.7% | $10,614-60.8% | $5,651-26.4% |