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 | $107,843 | $82,664+30.5% | $125,339-14.0% | $68,494+57.4% |
| Participation rate | 69.8% | 75.0%-5.3pp | 82.4%-12.6pp | 67.9%+1.9pp |
| Annual return | -13.94% | -5.97%-8.0pp | 572.05%-586.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,282 | $3,381-62.1% | $4,814-73.4% | $2,596-50.6% |
| Participant deferral / active EE | $7,354 | $6,110+20.3% | $7,446-1.2% | $4,027+82.6% |
| Admin fee / account holder | $8,621 | $6,275+37.4% | $10,010-13.9% | $5,403+59.6% |