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 | $86,239 | $67,331+28.1% | $60,874+41.7% | $134,475-35.9% |
| Participation rate | 52.4% | 76.2%-23.8pp | 73.1%-20.7pp | 81.2%-28.8pp |
| Annual return | -10.55% | 49.93%-60.5pp | 16.90%-27.4pp | 417.96%-428.5pp |
| Employer contribution / active EE | $4,765 | $3,096+53.9% | $2,701+76.4% | $4,740+0.5% |
| Participant deferral / active EE | $6,793 | $4,538+49.7% | $3,817+78.0% | $6,400+6.2% |
| Admin fee / account holder | $25,718 | $4,582+461.3% | $3,224+697.6% | $11,426+125.1% |