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 | $81,015 | $95,193-14.9% | $76,523+5.9% | $135,375-40.2% |
| Participation rate | 65.0% | 74.4%-9.4pp | 68.0%-3.0pp | 82.6%-17.6pp |
| Annual return | -6.26% | 4.85%-11.1pp | -0.27%-6.0pp | 519.73%-526.0pp |
| Employer contribution / active EE | $562 | $3,302-83.0% | $2,647-78.8% | $4,779-88.2% |
| Participant deferral / active EE | $8,458 | $4,639+82.3% | $3,835+120.5% | $5,609+50.8% |
| Admin fee / account holder | $4,235 | $6,249-32.2% | $4,848-12.6% | $10,827-60.9% |