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 4-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 | $127,286 | $95,862+32.8% | $79,550+60.0% | $134,475-5.3% |
| Participation rate | 40.0% | 75.0%-35.0pp | 69.5%-29.5pp | 81.2%-41.2pp |
| Annual return | -18.95% | -2.69%-16.3pp | 0.16%-19.1pp | 417.96%-436.9pp |
| Employer contribution / active EE | $7,700 | $3,128+146.2% | $2,413+219.1% | $4,740+62.5% |
| Participant deferral / active EE | $3,900 | $4,693-16.9% | $3,985-2.1% | $6,400-39.1% |
| Admin fee / account holder | $2,003 | $9,126-78.1% | $6,832-70.7% | $11,426-82.5% |