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 | $98,802 | $138,065-28.4% | $123,544-20.0% | $135,375-27.0% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -4.89% | 153.68%-158.6pp | 119.20%-124.1pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,984 | $5,151-61.5% | $4,628-57.1% | $4,779-58.5% |
| Participant deferral / active EE | $3,962 | $6,799-41.7% | $6,426-38.3% | $5,609-29.4% |
| Admin fee / account holder | $379 | $10,916-96.5% | $9,284-95.9% | $10,827-96.5% |