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 | $118,061 | $54,350+117.2% | $82,719+42.7% | $68,494+72.4% |
| Participation rate | 68.8% | 63.9%+4.8pp | 72.6%-3.8pp | 67.9%+0.9pp |
| Annual return | -14.89% | -13.67%-1.2pp | 701.18%-716.1pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,366 | $2,218+6.7% | $3,009-21.4% | $2,596-8.9% |
| Participant deferral / active EE | $5,227 | $3,246+61.0% | $4,395+18.9% | $4,027+29.8% |
| Admin fee / account holder | $11,686 | $4,395+165.9% | $5,329+119.3% | $5,403+116.3% |