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 | $57,885 | $91,538-36.8% | $129,995-55.5% | $75,163-23.0% |
| Participation rate | 60.9% | 71.4%-10.6pp | 78.5%-17.6pp | 67.2%-6.3pp |
| Annual return | 15.77% | -631.11%+646.9pp | -137.18%+152.9pp | 160.62%-144.8pp |
| Employer contribution / active EE | $2,570 | $2,845-9.7% | $4,320-40.5% | $2,670-3.7% |
| Participant deferral / active EE | $4,965 | $4,341+14.4% | $5,820-14.7% | $4,125+20.4% |
| Admin fee / account holder | $8,519 | $6,790+25.5% | $10,614-19.7% | $5,651+50.8% |