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 | $97,367 | $91,538+6.4% | $129,995-25.1% | $75,163+29.5% |
| Participation rate | 53.8% | 71.4%-17.6pp | 78.5%-24.6pp | 67.2%-13.3pp |
| Annual return | 21.37% | -631.11%+652.5pp | -137.18%+158.5pp | 160.62%-139.3pp |
| Employer contribution / active EE | $2,553 | $2,845-10.3% | $4,320-40.9% | $2,670-4.4% |
| Participant deferral / active EE | $6,707 | $4,341+54.5% | $5,820+15.2% | $4,125+62.6% |
| Admin fee / account holder | $4,034 | $6,790-40.6% | $10,614-62.0% | $5,651-28.6% |