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 | $111,875 | $49,177+127.5% | $79,464+40.8% | $64,186+74.3% |
| Participation rate | 56.7% | 65.0%-8.4pp | 73.3%-16.7pp | 69.6%-12.9pp |
| Annual return | -3.93% | -1.16%-2.8pp | 718.14%-722.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,543 | $2,076-25.7% | $2,800-44.9% | $2,381-35.2% |
| Participant deferral / active EE | $3,238 | $2,821+14.8% | $3,704-12.6% | $3,470-6.7% |
| Admin fee / account holder | $1,185 | $3,839-69.1% | $5,113-76.8% | $4,888-75.8% |