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 | $88,594 | $95,862-7.6% | $79,550+11.4% | $134,475-34.1% |
| Participation rate | 47.1% | 75.0%-28.0pp | 69.5%-22.4pp | 81.2%-34.2pp |
| Annual return | -16.72% | -2.69%-14.0pp | 0.16%-16.9pp | 417.96%-434.7pp |
| Employer contribution / active EE | $976 | $3,128-68.8% | $2,413-59.5% | $4,740-79.4% |
| Participant deferral / active EE | $3,009 | $4,693-35.9% | $3,985-24.5% | $6,400-53.0% |
| Admin fee / account holder | $20,136 | $9,126+120.6% | $6,832+194.7% | $11,426+76.2% |