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 | $66,745 | $72,404-7.8% | $110,238-39.5% | $64,186+4.0% |
| Participation rate | 47.7% | 73.3%-25.6pp | 79.8%-32.1pp | 69.6%-21.8pp |
| Annual return | -7.45% | -6.29%-1.2pp | 314.74%-322.2pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,505 | $2,282+9.8% | $3,826-34.5% | $2,381+5.2% |
| Participant deferral / active EE | $4,890 | $3,469+40.9% | $4,672+4.7% | $3,470+40.9% |
| Admin fee / account holder | $2,380 | $5,664-58.0% | $8,547-72.2% | $4,888-51.3% |