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 | $82,533 | $72,404+14.0% | $110,238-25.1% | $64,186+28.6% |
| Participation rate | 64.9% | 73.3%-8.4pp | 79.8%-14.9pp | 69.6%-4.7pp |
| Annual return | -4.93% | -6.29%+1.4pp | 314.74%-319.7pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,400 | $2,282+5.2% | $3,826-37.3% | $2,381+0.8% |
| Participant deferral / active EE | $6,741 | $3,469+94.3% | $4,672+44.3% | $3,470+94.3% |
| Admin fee / account holder | $16,951 | $5,664+199.3% | $8,547+98.3% | $4,888+246.8% |