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 | $103,437 | $105,860-2.3% | $90,749+14.0% | $134,475-23.1% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | -14.77% | -11.01%-3.8pp | -12.16%-2.6pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,785 | $3,462-48.4% | $2,921-38.9% | $4,740-62.3% |
| Participant deferral / active EE | $3,224 | $5,216-38.2% | $4,564-29.4% | $6,400-49.6% |
| Admin fee / account holder | $1,633 | $13,938-88.3% | $8,445-80.7% | $11,426-85.7% |