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 | $56,634 | $57,354-1.3% | $83,848-32.5% | $64,186-11.8% |
| Participation rate | 68.1% | 68.6%-0.5pp | 76.1%-8.0pp | 69.6%-1.5pp |
| Annual return | -2.59% | 11.38%-14.0pp | 850.88%-853.5pp | 7.63%-10.2pp |
| Employer contribution / active EE | $2,005 | $2,545-21.2% | $3,631-44.8% | $2,381-15.8% |
| Participant deferral / active EE | $4,443 | $2,993+48.4% | $4,082+8.9% | $3,470+28.1% |
| Admin fee / account holder | $4,150 | $4,046+2.6% | $5,478-24.2% | $4,888-15.1% |