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 | $166,711 | $106,543+56.5% | $91,220+82.8% | $134,475+24.0% |
| Participation rate | 40.9% | 76.8%-35.9pp | 73.2%-32.3pp | 81.2%-40.3pp |
| Annual return | -10.00% | 160.60%-170.6pp | 114.01%-124.0pp | 417.96%-428.0pp |
| Employer contribution / active EE | $706 | $3,331-78.8% | $2,850-75.2% | $4,740-85.1% |
| Participant deferral / active EE | $2,803 | $4,719-40.6% | $4,234-33.8% | $6,400-56.2% |
| Admin fee / account holder | $1,138 | $6,231-81.7% | $5,420-79.0% | $11,426-90.0% |