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 | $192,558 | $95,971+100.6% | $74,550+158.3% | $135,375+42.2% |
| Participation rate | 37.5% | 75.7%-38.2pp | 69.1%-31.6pp | 82.6%-45.1pp |
| Annual return | -1.20% | 56.96%-58.2pp | 32.53%-33.7pp | 519.73%-520.9pp |
| Employer contribution / active EE | $1,571 | $2,716-42.2% | $1,961-19.9% | $4,779-67.1% |
| Participant deferral / active EE | $3,723 | $3,843-3.1% | $3,108+19.8% | $5,609-33.6% |
| Admin fee / account holder | $341 | $6,522-94.8% | $5,060-93.3% | $10,827-96.8% |