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 | $88,527 | $95,971-7.8% | $74,550+18.7% | $135,375-34.6% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -7.12% | 56.96%-64.1pp | 32.53%-39.6pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,101 | $2,716-22.7% | $1,961+7.1% | $4,779-56.0% |
| Participant deferral / active EE | $3,546 | $3,843-7.7% | $3,108+14.1% | $5,609-36.8% |
| Admin fee / account holder | $1,865 | $6,522-71.4% | $5,060-63.1% | $10,827-82.8% |