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 | $123,625 | $197,825-37.5% | $155,790-20.6% | $125,391-1.4% |
| Participation rate | 69.2% | 82.1%-12.9pp | 76.1%-6.9pp | 83.2%-14.0pp |
| Annual return | 0.44% | 86.74%-86.3pp | 71.54%-71.1pp | 282.22%-281.8pp |
| Employer contribution / active EE | $2,150 | $4,847-55.6% | $3,836-43.9% | $4,866-55.8% |
| Participant deferral / active EE | $5,276 | $5,630-6.3% | $4,797+10.0% | $5,352-1.4% |
| Admin fee / account holder | $458 | $9,545-95.2% | $7,478-93.9% | $9,540-95.2% |