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 | $94,326 | $91,538+3.0% | $129,995-27.4% | $75,163+25.5% |
| Participation rate | 57.5% | 71.4%-13.9pp | 78.5%-21.0pp | 67.2%-9.7pp |
| Annual return | 15.09% | -631.11%+646.2pp | -137.18%+152.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,462 | $2,845-48.6% | $4,320-66.2% | $2,670-45.2% |
| Participant deferral / active EE | $3,770 | $4,341-13.1% | $5,820-35.2% | $4,125-8.6% |
| Admin fee / account holder | $2,008 | $6,790-70.4% | $10,614-81.1% | $5,651-64.5% |