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 | $184,994 | $95,193+94.3% | $76,523+141.7% | $135,375+36.7% |
| Participation rate | 58.3% | 74.4%-16.1pp | 68.0%-9.7pp | 82.6%-24.3pp |
| Annual return | -6.43% | 4.85%-11.3pp | -0.27%-6.2pp | 519.73%-526.2pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,917 | $4,639+113.8% | $3,835+158.6% | $5,609+76.8% |
| Admin fee / account holder | $9,458 | $6,249+51.4% | $4,848+95.1% | $10,827-12.6% |