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 | $105,173 | $54,229+93.9% | $70,092+50.0% | $68,494+53.5% |
| Participation rate | 60.5% | 64.5%-4.0pp | 70.5%-9.9pp | 67.9%-7.4pp |
| Annual return | -16.07% | -13.87%-2.2pp | 190.73%-206.8pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,863 | $2,018-7.7% | $2,559-27.2% | $2,596-28.2% |
| Participant deferral / active EE | $4,314 | $2,956+45.9% | $3,849+12.1% | $4,027+7.1% |
| Admin fee / account holder | $2,134 | $4,694-54.5% | $6,267-65.9% | $5,403-60.5% |