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 | $128,830 | $91,538+40.7% | $129,995-0.9% | $75,163+71.4% |
| Participation rate | 34.4% | 71.4%-37.1pp | 78.5%-44.1pp | 67.2%-32.8pp |
| Annual return | 15.21% | -631.11%+646.3pp | -137.18%+152.4pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,507 | $2,845-47.0% | $4,320-65.1% | $2,670-43.6% |
| Participant deferral / active EE | $2,418 | $4,341-44.3% | $5,820-58.5% | $4,125-41.4% |
| Admin fee / account holder | $5,449 | $6,790-19.8% | $10,614-48.7% | $5,651-3.6% |