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 | $57,618 | $32,117+79.4% | $71,086-18.9% | $64,186-10.2% |
| Participation rate | 56.1% | 42.7%+13.4pp | 54.7%+1.4pp | 69.6%-13.5pp |
| Annual return | -8.81% | -5.57%-3.2pp | 650.59%-659.4pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,011 | $712+41.9% | $1,088-7.1% | $2,381-57.6% |
| Participant deferral / active EE | $2,888 | $1,263+128.7% | $1,874+54.1% | $3,470-16.8% |
| Admin fee / account holder | $2,902 | $2,759+5.2% | $3,082-5.8% | $4,888-40.6% |