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 | $60,433 | $95,971-37.0% | $74,550-18.9% | $135,375-55.4% |
| Participation rate | 59.1% | 75.7%-16.6pp | 69.1%-10.1pp | 82.6%-23.5pp |
| Annual return | -5.32% | 56.96%-62.3pp | 32.53%-37.9pp | 519.73%-525.1pp |
| Employer contribution / active EE | $980 | $2,716-63.9% | $1,961-50.0% | $4,779-79.5% |
| Participant deferral / active EE | $2,853 | $3,843-25.8% | $3,108-8.2% | $5,609-49.1% |
| Admin fee / account holder | $742 | $6,522-88.6% | $5,060-85.3% | $10,827-93.1% |