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 | $75,074 | $82,664-9.2% | $125,339-40.1% | $68,494+9.6% |
| Participation rate | 65.4% | 75.0%-9.7pp | 82.4%-17.0pp | 67.9%-2.5pp |
| Annual return | -15.25% | -5.97%-9.3pp | 572.05%-587.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $7,114 | $3,381+110.4% | $4,814+47.8% | $2,596+174.0% |
| Participant deferral / active EE | $4,976 | $6,110-18.6% | $7,446-33.2% | $4,027+23.6% |
| Admin fee / account holder | $7,542 | $6,275+20.2% | $10,010-24.7% | $5,403+39.6% |