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 | $94,700 | $49,177+92.6% | $79,464+19.2% | $64,186+47.5% |
| Participation rate | 67.6% | 65.0%+2.6pp | 73.3%-5.7pp | 69.6%-1.9pp |
| Annual return | -7.61% | -1.16%-6.5pp | 718.14%-725.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,015 | $2,076-51.1% | $2,800-63.8% | $2,381-57.4% |
| Participant deferral / active EE | $3,149 | $2,821+11.6% | $3,704-15.0% | $3,470-9.2% |
| Admin fee / account holder | $1,647 | $3,839-57.1% | $5,113-67.8% | $4,888-66.3% |