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 | $64,942 | $91,538-29.1% | $129,995-50.0% | $75,163-13.6% |
| Participation rate | 62.0% | 71.4%-9.4pp | 78.5%-16.5pp | 67.2%-5.2pp |
| Annual return | 49.44% | -631.11%+680.5pp | -137.18%+186.6pp | 160.62%-111.2pp |
| Employer contribution / active EE | $1,701 | $2,845-40.2% | $4,320-60.6% | $2,670-36.3% |
| Participant deferral / active EE | $2,852 | $4,341-34.3% | $5,820-51.0% | $4,125-30.9% |
| Admin fee / account holder | $2,229 | $6,790-67.2% | $10,614-79.0% | $5,651-60.6% |