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 | $79,063 | $53,162+48.7% | $91,220-13.3% | $68,494+15.4% |
| Participation rate | 64.8% | 63.2%+1.6pp | 73.2%-8.4pp | 67.9%-3.1pp |
| Annual return | -14.96% | -3.14%-11.8pp | 114.01%-129.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,776 | $1,709+62.4% | $2,850-2.6% | $2,596+6.9% |
| Participant deferral / active EE | $6,506 | $2,974+118.8% | $4,234+53.7% | $4,027+61.5% |
| Admin fee / account holder | $10,746 | $4,493+139.1% | $5,420+98.3% | $5,403+98.9% |