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 | $64,578 | $42,396+52.3% | $67,313-4.1% | $56,287+14.7% |
| Participation rate | 44.0% | 61.0%-17.0pp | 69.1%-25.1pp | 69.9%-25.9pp |
| Annual return | -4.57% | -36.63%+32.1pp | -4.08%-0.5pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,806 | $1,414+27.7% | $2,566-29.6% | $2,111-14.5% |
| Participant deferral / active EE | $2,995 | $2,360+26.9% | $3,568-16.1% | $3,350-10.6% |
| Admin fee / account holder | $12,412 | $510+2335.6% | $4,507+175.4% | $521+2282.6% |