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 | $77,006 | $72,404+6.4% | $110,238-30.1% | $64,186+20.0% |
| Participation rate | 65.5% | 73.3%-7.8pp | 79.8%-14.3pp | 69.6%-4.1pp |
| Annual return | 8.41% | -6.29%+14.7pp | 314.74%-306.3pp | 7.63%+0.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,186 | $3,469-37.0% | $4,672-53.2% | $3,470-37.0% |
| Admin fee / account holder | $1,422 | $5,664-74.9% | $8,547-83.4% | $4,888-70.9% |