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 | $66,018 | $57,354+15.1% | $83,848-21.3% | $64,186+2.9% |
| Participation rate | 34.6% | 68.6%-34.0pp | 76.1%-41.5pp | 69.6%-35.0pp |
| Annual return | -7.83% | 11.38%-19.2pp | 850.88%-858.7pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,089 | $2,545-57.2% | $3,631-70.0% | $2,381-54.3% |
| Participant deferral / active EE | $3,505 | $2,993+17.1% | $4,082-14.1% | $3,470+1.0% |
| Admin fee / account holder | $9,998 | $4,046+147.1% | $5,478+82.5% | $4,888+104.5% |