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 | $105,038 | $91,538+14.7% | $129,995-19.2% | $75,163+39.7% |
| Participation rate | 55.8% | 71.4%-15.7pp | 78.5%-22.7pp | 67.2%-11.4pp |
| Annual return | 18.37% | -631.11%+649.5pp | -137.18%+155.5pp | 160.62%-142.3pp |
| Employer contribution / active EE | $2,418 | $2,845-15.0% | $4,320-44.0% | $2,670-9.4% |
| Participant deferral / active EE | $5,362 | $4,341+23.5% | $5,820-7.9% | $4,125+30.0% |
| Admin fee / account holder | $1,315 | $6,790-80.6% | $10,614-87.6% | $5,651-76.7% |