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 | $73,125 | $44,103+65.8% | $75,826-3.6% | $64,186+13.9% |
| Participation rate | 51.2% | 62.7%-11.6pp | 68.2%-17.1pp | 69.6%-18.4pp |
| Annual return | -6.00% | -4.72%-1.3pp | 1914.15%-1920.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $556 | $1,446-61.6% | $1,913-70.9% | $2,381-76.7% |
| Participant deferral / active EE | $2,482 | $2,204+12.6% | $2,862-13.3% | $3,470-28.5% |
| Admin fee / account holder | $3,366 | $3,506-4.0% | $4,726-28.8% | $4,888-31.1% |