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 | $223,603 | $138,065+62.0% | $123,544+81.0% | $135,375+65.2% |
| Participation rate | 52.2% | 84.7%-32.6pp | 82.3%-30.1pp | 82.6%-30.5pp |
| Annual return | -6.45% | 153.68%-160.1pp | 119.20%-125.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,327 | $5,151-54.8% | $4,628-49.7% | $4,779-51.3% |
| Participant deferral / active EE | $5,975 | $6,799-12.1% | $6,426-7.0% | $5,609+6.5% |
| Admin fee / account holder | $7,603 | $10,916-30.3% | $9,284-18.1% | $10,827-29.8% |