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 | $92,390 | $95,971-3.7% | $74,550+23.9% | $135,375-31.8% |
| Participation rate | 38.9% | 75.7%-36.8pp | 69.1%-30.3pp | 82.6%-43.8pp |
| Annual return | -5.63% | 56.96%-62.6pp | 32.53%-38.2pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,075 | $2,716-23.6% | $1,961+5.8% | $4,779-56.6% |
| Participant deferral / active EE | $3,341 | $3,843-13.1% | $3,108+7.5% | $5,609-40.4% |
| Admin fee / account holder | $2,501 | $6,522-61.7% | $5,060-50.6% | $10,827-76.9% |