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 | $131,274 | $95,971+36.8% | $74,550+76.1% | $135,375-3.0% |
| Participation rate | 41.2% | 75.7%-34.5pp | 69.1%-28.0pp | 82.6%-41.5pp |
| Annual return | -6.06% | 56.96%-63.0pp | 32.53%-38.6pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,559 | $2,716-42.6% | $1,961-20.5% | $4,779-67.4% |
| Participant deferral / active EE | $2,471 | $3,843-35.7% | $3,108-20.5% | $5,609-56.0% |
| Admin fee / account holder | $1,302 | $6,522-80.0% | $5,060-74.3% | $10,827-88.0% |