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 | $111,704 | $91,538+22.0% | $129,995-14.1% | $75,163+48.6% |
| Participation rate | 42.1% | 71.4%-29.3pp | 78.5%-36.4pp | 67.2%-25.1pp |
| Annual return | 20.10% | -631.11%+651.2pp | -137.18%+157.3pp | 160.62%-140.5pp |
| Employer contribution / active EE | $1,097 | $2,845-61.5% | $4,320-74.6% | $2,670-58.9% |
| Participant deferral / active EE | $3,053 | $4,341-29.7% | $5,820-47.6% | $4,125-26.0% |
| Admin fee / account holder | $5,424 | $6,790-20.1% | $10,614-48.9% | $5,651-4.0% |