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 | $141,896 | $168,632-15.9% | $147,614-3.9% | $125,391+13.2% |
| Participation rate | 33.3% | 88.8%-55.4pp | 84.6%-51.3pp | 83.2%-49.9pp |
| Annual return | -2.22% | 77.65%-79.9pp | 61.98%-64.2pp | 282.22%-284.4pp |
| Employer contribution / active EE | $2,804 | $6,252-55.1% | $5,564-49.6% | $4,866-42.4% |
| Participant deferral / active EE | $8,500 | $5,507+54.4% | $4,895+73.6% | $5,352+58.8% |
| Admin fee / account holder | $3,260 | $13,580-76.0% | $11,611-71.9% | $9,540-65.8% |