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 | $131,145 | $91,538+43.3% | $129,995+0.9% | $75,163+74.5% |
| Participation rate | 66.2% | 71.4%-5.3pp | 78.5%-12.3pp | 67.2%-1.0pp |
| Annual return | 25.76% | -631.11%+656.9pp | -137.18%+162.9pp | 160.62%-134.9pp |
| Employer contribution / active EE | $2,181 | $2,845-23.4% | $4,320-49.5% | $2,670-18.3% |
| Participant deferral / active EE | $4,414 | $4,341+1.7% | $5,820-24.2% | $4,125+7.0% |
| Admin fee / account holder | $5,048 | $6,790-25.7% | $10,614-52.4% | $5,651-10.7% |