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 | $71,097 | $90,519-21.5% | $93,789-24.2% | $134,475-47.1% |
| Participation rate | 57.1% | 82.0%-24.8pp | 81.0%-23.8pp | 81.2%-24.1pp |
| Annual return | -13.95% | -15.72%+1.8pp | -11.33%-2.6pp | 417.96%-431.9pp |
| Employer contribution / active EE | $3,811 | $4,343-12.3% | $4,323-11.8% | $4,740-19.6% |
| Participant deferral / active EE | $6,697 | $5,978+12.0% | $6,094+9.9% | $6,400+4.6% |
| Admin fee / account holder | $2,974 | $9,252-67.9% | $7,195-58.7% | $11,426-74.0% |