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 | $75,898 | $168,632-55.0% | $147,614-48.6% | $125,391-39.5% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -0.13% | 77.65%-77.8pp | 61.98%-62.1pp | 282.22%-282.4pp |
| Employer contribution / active EE | $1,864 | $6,252-70.2% | $5,564-66.5% | $4,866-61.7% |
| Participant deferral / active EE | $4,667 | $5,507-15.3% | $4,895-4.7% | $5,352-12.8% |
| Admin fee / account holder | $4,344 | $13,580-68.0% | $11,611-62.6% | $9,540-54.5% |