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 | $77,873 | $44,850+73.6% | $60,547+28.6% | $59,632+30.6% |
| Participation rate | 62.2% | 59.5%+2.7pp | 68.0%-5.8pp | 68.7%-6.5pp |
| Annual return | -0.95% | 1074.14%-1075.1pp | 335.64%-336.6pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $720 | $1,462-50.8% | $2,419-70.3% | $2,203-67.3% |
| Participant deferral / active EE | $1,663 | $2,230-25.4% | $3,328-50.0% | $3,192-47.9% |
| Admin fee / account holder | $13,296 | $3,635+265.7% | $4,536+193.1% | $4,297+209.4% |