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 | $106,949 | $82,286+30.0% | $68,791+55.5% | $134,475-20.5% |
| Participation rate | 52.2% | 75.1%-22.9pp | 69.0%-16.9pp | 81.2%-29.0pp |
| Annual return | -0.66% | -2.19%+1.5pp | -6.38%+5.7pp | 417.96%-418.6pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,803 | $4,739-40.8% | $3,941-28.9% | $6,400-56.2% |
| Admin fee / account holder | $628 | $6,481-90.3% | $4,932-87.3% | $11,426-94.5% |