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 | $57,649 | $168,632-65.8% | $147,614-60.9% | $125,391-54.0% |
| Participation rate | 68.8% | 88.8%-20.0pp | 84.6%-15.9pp | 83.2%-14.4pp |
| Annual return | -0.40% | 77.65%-78.0pp | 61.98%-62.4pp | 282.22%-282.6pp |
| Employer contribution / active EE | $2,604 | $6,252-58.3% | $5,564-53.2% | $4,866-46.5% |
| Participant deferral / active EE | $6,251 | $5,507+13.5% | $4,895+27.7% | $5,352+16.8% |
| Admin fee / account holder | $744 | $13,580-94.5% | $11,611-93.6% | $9,540-92.2% |