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 | $87,163 | $57,354+52.0% | $83,848+4.0% | $64,186+35.8% |
| Participation rate | 48.6% | 68.6%-20.0pp | 76.1%-27.5pp | 69.6%-20.9pp |
| Annual return | -2.98% | 11.38%-14.4pp | 850.88%-853.9pp | 7.63%-10.6pp |
| Employer contribution / active EE | $2,338 | $2,545-8.1% | $3,631-35.6% | $2,381-1.8% |
| Participant deferral / active EE | $4,287 | $2,993+43.2% | $4,082+5.0% | $3,470+23.6% |
| Admin fee / account holder | $12,248 | $4,046+202.7% | $5,478+123.6% | $4,888+150.6% |