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 | $85,023 | $134,475-36.8% | $93,271-8.8% | $134,475-36.8% |
| Participation rate | 56.3% | 81.2%-25.0pp | 78.3%-22.0pp | 81.2%-25.0pp |
| Annual return | -15.68% | 417.96%-433.6pp | -21.57%+5.9pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,816 | $4,740-61.7% | $9,929-81.7% | $4,740-61.7% |
| Participant deferral / active EE | $7,287 | $6,400+13.9% | $9,537-23.6% | $6,400+13.9% |
| Admin fee / account holder | $3,480 | $11,426-69.5% | $21,487-83.8% | $11,426-69.5% |