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 | $171,036 | $67,331+154.0% | $60,874+181.0% | $134,475+27.2% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.1%-13.1pp | 81.2%-21.2pp |
| Annual return | -19.80% | 49.93%-69.7pp | 16.90%-36.7pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,315 | $3,096-57.5% | $2,701-51.3% | $4,740-72.3% |
| Participant deferral / active EE | $3,656 | $4,538-19.4% | $3,817-4.2% | $6,400-42.9% |
| Admin fee / account holder | $2,048 | $4,582-55.3% | $3,224-36.5% | $11,426-82.1% |