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 | $76,027 | $91,538-16.9% | $129,995-41.5% | $75,163+1.1% |
| Participation rate | 69.0% | 71.4%-2.5pp | 78.5%-9.5pp | 67.2%+1.8pp |
| Annual return | 20.95% | -631.11%+652.1pp | -137.18%+158.1pp | 160.62%-139.7pp |
| Employer contribution / active EE | $1,117 | $2,845-60.8% | $4,320-74.1% | $2,670-58.2% |
| Participant deferral / active EE | $3,284 | $4,341-24.4% | $5,820-43.6% | $4,125-20.4% |
| Admin fee / account holder | $1,598 | $6,790-76.5% | $10,614-84.9% | $5,651-71.7% |