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 | $61,138 | $69,010-11.4% | $159,960-61.8% | $68,494-10.7% |
| Participation rate | 66.0% | 65.4%+0.6pp | 78.0%-12.0pp | 67.9%-1.9pp |
| Annual return | -1.06% | -9.65%+8.6pp | 408.60%-409.7pp | -7.84%+6.8pp |
| Employer contribution / active EE | $2,460 | $2,213+11.1% | $4,226-41.8% | $2,596-5.3% |
| Participant deferral / active EE | $5,911 | $4,212+40.3% | $6,182-4.4% | $4,027+46.8% |
| Admin fee / account holder | $1,275 | $4,798-73.4% | $8,698-85.3% | $5,403-76.4% |