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 | $72,045 | $82,286-12.4% | $68,791+4.7% | $134,475-46.4% |
| Participation rate | 57.1% | 75.1%-17.9pp | 69.0%-11.9pp | 81.2%-24.1pp |
| Annual return | -12.19% | -2.19%-10.0pp | -6.38%-5.8pp | 417.96%-430.2pp |
| Employer contribution / active EE | $702 | $3,301-78.7% | $2,655-73.5% | $4,740-85.2% |
| Participant deferral / active EE | $2,703 | $4,739-43.0% | $3,941-31.4% | $6,400-57.8% |
| Admin fee / account holder | $9,142 | $6,481+41.1% | $4,932+85.4% | $11,426-20.0% |