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 | $124,729 | $54,350+129.5% | $82,719+50.8% | $68,494+82.1% |
| Participation rate | 46.8% | 63.9%-17.1pp | 72.6%-25.7pp | 67.9%-21.1pp |
| Annual return | -16.49% | -13.67%-2.8pp | 701.18%-717.7pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,125 | $2,218-49.3% | $3,009-62.6% | $2,596-56.7% |
| Participant deferral / active EE | $1,995 | $3,246-38.5% | $4,395-54.6% | $4,027-50.5% |
| Admin fee / account holder | $7,002 | $4,395+59.3% | $5,329+31.4% | $5,403+29.6% |