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 | $116,466 | $54,350+114.3% | $82,719+40.8% | $68,494+70.0% |
| Participation rate | 69.8% | 63.9%+5.9pp | 72.6%-2.7pp | 67.9%+1.9pp |
| Annual return | -16.18% | -13.67%-2.5pp | 701.18%-717.4pp | -7.84%-8.3pp |
| Employer contribution / active EE | $593 | $2,218-73.3% | $3,009-80.3% | $2,596-77.2% |
| Participant deferral / active EE | $3,556 | $3,246+9.5% | $4,395-19.1% | $4,027-11.7% |
| Admin fee / account holder | $5,401 | $4,395+22.9% | $5,329+1.4% | $5,4030% |