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 | $116,557 | $154,117-24.4% | $129,995-10.3% | $139,434-16.4% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 60.13% | 32.48%+27.7pp | -137.18%+197.3pp | 372.94%-312.8pp |
| Employer contribution / active EE | $5,090 | $5,289-3.8% | $4,320+17.8% | $4,751+7.1% |
| Participant deferral / active EE | $2,942 | $6,710-56.2% | $5,820-49.5% | $6,710-56.2% |
| Admin fee / account holder | $813 | $14,007-94.2% | $10,614-92.3% | $11,403-92.9% |