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 | $75,656 | $64,119+18.0% | $112,228-32.6% | $66,914+13.1% |
| Participation rate | 67.9% | 68.5%-0.5pp | 75.1%-7.1pp | 69.8%-1.9pp |
| Annual return | -16.44% | -13.81%-2.6pp | 27.45%-43.9pp | 1.58%-18.0pp |
| Employer contribution / active EE | $1,782 | $3,005-40.7% | $3,635-51.0% | $2,544-30.0% |
| Participant deferral / active EE | $6,649 | $3,693+80.0% | $4,728+40.6% | $4,237+56.9% |
| Admin fee / account holder | $11,554 | $625+1748.0% | $6,410+80.2% | $593+1847.5% |