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 | $225,063 | $100,754+123.4% | $86,677+159.7% | $134,475+67.4% |
| Participation rate | 53.8% | 78.9%-25.1pp | 76.6%-22.7pp | 81.2%-27.4pp |
| Annual return | -17.13% | 29.04%-46.2pp | 35.91%-53.0pp | 417.96%-435.1pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,610 | $5,338+5.1% | $4,656+20.5% | $6,400-12.3% |
| Admin fee / account holder | $70,223 | $10,926+542.7% | $7,493+837.2% | $11,426+514.6% |