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 | $122,049 | $95,971+27.2% | $74,550+63.7% | $135,375-9.8% |
| Participation rate | 63.6% | 75.7%-12.0pp | 69.1%-5.5pp | 82.6%-19.0pp |
| Annual return | -1.92% | 56.96%-58.9pp | 32.53%-34.5pp | 519.73%-521.7pp |
| Employer contribution / active EE | $1,021 | $2,716-62.4% | $1,961-47.9% | $4,779-78.6% |
| Participant deferral / active EE | $2,250 | $3,843-41.5% | $3,108-27.6% | $5,609-59.9% |
| Admin fee / account holder | $1,236 | $6,522-81.0% | $5,060-75.6% | $10,827-88.6% |