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 | $84,168 | $82,664+1.8% | $125,339-32.8% | $68,494+22.9% |
| Participation rate | 64.4% | 75.0%-10.6pp | 82.4%-17.9pp | 67.9%-3.4pp |
| Annual return | -18.08% | -5.97%-12.1pp | 572.05%-590.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,530 | $3,381-54.7% | $4,814-68.2% | $2,596-41.1% |
| Participant deferral / active EE | $2,943 | $6,110-51.8% | $7,446-60.5% | $4,027-26.9% |
| Admin fee / account holder | $5,191 | $6,275-17.3% | $10,010-48.1% | $5,403-3.9% |