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 | $162,121 | $95,971+68.9% | $74,550+117.5% | $135,375+19.8% |
| Participation rate | 45.5% | 75.7%-30.2pp | 69.1%-23.7pp | 82.6%-37.2pp |
| Annual return | -3.46% | 56.96%-60.4pp | 32.53%-36.0pp | 519.73%-523.2pp |
| Employer contribution / active EE | $790 | $2,716-70.9% | $1,961-59.7% | $4,779-83.5% |
| Participant deferral / active EE | $3,050 | $3,843-20.6% | $3,108-1.9% | $5,609-45.6% |
| Admin fee / account holder | $8,710 | $6,522+33.6% | $5,060+72.2% | $10,827-19.5% |