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 | $139,028 | $69,010+101.5% | $159,960-13.1% | $68,494+103.0% |
| Participation rate | 62.2% | 65.4%-3.2pp | 78.0%-15.8pp | 67.9%-5.7pp |
| Annual return | -15.14% | -9.65%-5.5pp | 408.60%-423.7pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,671 | $2,213-24.5% | $4,226-60.5% | $2,596-35.6% |
| Participant deferral / active EE | $6,884 | $4,212+63.4% | $6,182+11.3% | $4,027+70.9% |
| Admin fee / account holder | $6,584 | $4,798+37.2% | $8,698-24.3% | $5,403+21.9% |