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 | $58,392 | $54,229+7.7% | $70,092-16.7% | $68,494-14.7% |
| Participation rate | 62.5% | 64.5%-2.0pp | 70.5%-8.0pp | 67.9%-5.4pp |
| Annual return | -16.86% | -13.87%-3.0pp | 190.73%-207.6pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,733 | $2,018-14.1% | $2,559-32.3% | $2,596-33.2% |
| Participant deferral / active EE | $4,539 | $2,956+53.6% | $3,849+17.9% | $4,027+12.7% |
| Admin fee / account holder | $22,107 | $4,694+370.9% | $6,267+252.8% | $5,403+309.2% |