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 | $80,759 | $82,664-2.3% | $125,339-35.6% | $68,494+17.9% |
| Participation rate | 52.8% | 75.0%-22.3pp | 82.4%-29.6pp | 67.9%-15.1pp |
| Annual return | -15.72% | -5.97%-9.8pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,566 | $3,381-53.7% | $4,814-67.5% | $2,596-39.7% |
| Participant deferral / active EE | $3,807 | $6,110-37.7% | $7,446-48.9% | $4,027-5.5% |
| Admin fee / account holder | $1,003 | $6,275-84.0% | $10,010-90.0% | $5,403-81.4% |