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 | $63,718 | $91,538-30.4% | $129,995-51.0% | $75,163-15.2% |
| Participation rate | 68.8% | 71.4%-2.6pp | 78.5%-9.7pp | 67.2%+1.6pp |
| Annual return | 22.46% | -631.11%+653.6pp | -137.18%+159.6pp | 160.62%-138.2pp |
| Employer contribution / active EE | $2,049 | $2,845-28.0% | $4,320-52.6% | $2,670-23.2% |
| Participant deferral / active EE | $3,807 | $4,341-12.3% | $5,820-34.6% | $4,125-7.7% |
| Admin fee / account holder | $2,828 | $6,790-58.3% | $10,614-73.4% | $5,651-49.9% |