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 | $123,312 | $69,010+78.7% | $159,960-22.9% | $68,494+80.0% |
| Participation rate | 44.4% | 65.4%-21.0pp | 78.0%-33.5pp | 67.9%-23.4pp |
| Annual return | -4.16% | -9.65%+5.5pp | 408.60%-412.8pp | -7.84%+3.7pp |
| Employer contribution / active EE | $1,658 | $2,213-25.1% | $4,226-60.8% | $2,596-36.2% |
| Participant deferral / active EE | $3,736 | $4,212-11.3% | $6,182-39.6% | $4,027-7.2% |
| Admin fee / account holder | $1,119 | $4,798-76.7% | $8,698-87.1% | $5,403-79.3% |