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 | $63,553 | $110,094-42.3% | $151,611-58.1% | $68,494-7.2% |
| Participation rate | 57.1% | 84.0%-26.8pp | 87.5%-30.4pp | 67.9%-10.7pp |
| Annual return | -17.89% | -10.12%-7.8pp | 3.33%-21.2pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,268 | $4,471-49.3% | $6,166-63.2% | $2,596-12.6% |
| Participant deferral / active EE | $6,942 | $6,527+6.4% | $8,363-17.0% | $4,027+72.4% |
| Admin fee / account holder | $2,922 | $7,719-62.1% | $11,616-74.8% | $5,403-45.9% |