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 | $57,050 | $91,538-37.7% | $129,995-56.1% | $75,163-24.1% |
| Participation rate | 60.3% | 71.4%-11.1pp | 78.5%-18.1pp | 67.2%-6.8pp |
| Annual return | 17.66% | -631.11%+648.8pp | -137.18%+154.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $2,058 | $2,845-27.7% | $4,320-52.4% | $2,670-22.9% |
| Participant deferral / active EE | $5,701 | $4,341+31.3% | $5,820-2.0% | $4,125+38.2% |
| Admin fee / account holder | $2,504 | $6,790-63.1% | $10,614-76.4% | $5,651-55.7% |