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 | $105,901 | $57,354+84.6% | $83,848+26.3% | $64,186+65.0% |
| Participation rate | 53.3% | 68.6%-15.3pp | 76.1%-22.8pp | 69.6%-16.2pp |
| Annual return | -7.52% | 11.38%-18.9pp | 850.88%-858.4pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,294 | $2,545-9.9% | $3,631-36.8% | $2,381-3.7% |
| Participant deferral / active EE | $6,354 | $2,993+112.3% | $4,082+55.7% | $3,470+83.1% |
| Admin fee / account holder | $29,654 | $4,046+633.0% | $5,478+441.3% | $4,888+506.7% |