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 | $88,713 | $54,229+63.6% | $70,092+26.6% | $68,494+29.5% |
| Participation rate | 58.9% | 64.5%-5.6pp | 70.5%-11.5pp | 67.9%-9.0pp |
| Annual return | -16.92% | -13.87%-3.1pp | 190.73%-207.7pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,689 | $2,018-16.3% | $2,559-34.0% | $2,596-34.9% |
| Participant deferral / active EE | $3,531 | $2,956+19.5% | $3,849-8.3% | $4,027-12.3% |
| Admin fee / account holder | $3,562 | $4,694-24.1% | $6,267-43.2% | $5,403-34.1% |