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 | $63,135 | $91,538-31.0% | $129,995-51.4% | $75,163-16.0% |
| Participation rate | 55.9% | 71.4%-15.6pp | 78.5%-22.6pp | 67.2%-11.3pp |
| Annual return | 14.65% | -631.11%+645.8pp | -137.18%+151.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $2,565 | $2,845-9.8% | $4,320-40.6% | $2,670-3.9% |
| Participant deferral / active EE | $5,484 | $4,341+26.3% | $5,820-5.8% | $4,125+33.0% |
| Admin fee / account holder | $9,022 | $6,790+32.9% | $10,614-15.0% | $5,651+59.6% |