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 | $88,213 | $45,152+95.4% | $73,843+19.5% | $59,632+47.9% |
| Participation rate | 41.8% | 64.0%-22.2pp | 73.4%-31.6pp | 68.7%-26.9pp |
| Annual return | -0.13% | 27.40%-27.5pp | 2267.84%-2268.0pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $545 | $1,902-71.3% | $2,787-80.4% | $2,203-75.2% |
| Participant deferral / active EE | $2,580 | $2,574+0.3% | $3,583-28.0% | $3,192-19.2% |
| Admin fee / account holder | $1,422 | $3,516-59.6% | $4,880-70.9% | $4,297-66.9% |