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 | $78,015 | $82,664-5.6% | $125,339-37.8% | $68,494+13.9% |
| Participation rate | 69.6% | 75.0%-5.5pp | 82.4%-12.8pp | 67.9%+1.7pp |
| Annual return | -18.75% | -5.97%-12.8pp | 572.05%-590.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $907 | $3,381-73.2% | $4,814-81.2% | $2,596-65.1% |
| Participant deferral / active EE | $7,605 | $6,110+24.5% | $7,446+2.1% | $4,027+88.8% |
| Admin fee / account holder | $3,320 | $6,275-47.1% | $10,010-66.8% | $5,403-38.6% |