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 | $60,702 | $54,229+11.9% | $70,092-13.4% | $68,494-11.4% |
| Participation rate | 57.8% | 64.5%-6.7pp | 70.5%-12.7pp | 67.9%-10.1pp |
| Annual return | -12.54% | -13.87%+1.3pp | 190.73%-203.3pp | -7.84%-4.7pp |
| Employer contribution / active EE | $1,362 | $2,018-32.5% | $2,559-46.8% | $2,596-47.5% |
| Participant deferral / active EE | $2,578 | $2,956-12.8% | $3,849-33.0% | $4,027-36.0% |
| Admin fee / account holder | $2,672 | $4,694-43.1% | $6,267-57.4% | $5,403-50.5% |