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 8-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 | $106,421 | $56,835+87.2% | - | $135,375-21.4% |
| Participation rate | 66.7% | 68.0%-1.3pp | - | 82.6%-16.0pp |
| Annual return | 0.00% | 2630.74%-2630.7pp | - | 519.73%-519.7pp |
| Employer contribution / active EE | $2,043 | $2,734-25.3% | - | $4,779-57.2% |
| Participant deferral / active EE | $5,841 | $3,681+58.7% | - | $5,609+4.1% |
| Admin fee / account holder | $374 | $1,586-76.4% | - | $10,827-96.5% |