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 | $114,276 | $72,404+57.8% | $110,238+3.7% | $64,186+78.0% |
| Participation rate | 57.5% | 73.3%-15.8pp | 79.8%-22.3pp | 69.6%-12.1pp |
| Annual return | -5.35% | -6.29%+0.9pp | 314.74%-320.1pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,382 | $2,282-39.4% | $3,826-63.9% | $2,381-41.9% |
| Participant deferral / active EE | $4,030 | $3,469+16.2% | $4,672-13.7% | $3,470+16.1% |
| Admin fee / account holder | $26,929 | $5,664+375.4% | $8,547+215.1% | $4,888+450.9% |