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 | $88,094 | $107,791-18.3% | $90,645-2.8% | $135,375-34.9% |
| Participation rate | 69.2% | 78.0%-8.8pp | 74.0%-4.8pp | 82.6%-13.4pp |
| Annual return | -7.78% | -0.90%-6.9pp | 1.88%-9.7pp | 519.73%-527.5pp |
| Employer contribution / active EE | $3,528 | $3,018+16.9% | $2,532+39.4% | $4,779-26.2% |
| Participant deferral / active EE | $7,183 | $3,872+85.5% | $3,425+109.7% | $5,609+28.1% |
| Admin fee / account holder | $834 | $5,930-85.9% | $4,994-83.3% | $10,827-92.3% |