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 | $86,006 | $82,664+4.0% | $125,339-31.4% | $68,494+25.6% |
| Participation rate | 51.3% | 75.0%-23.7pp | 82.4%-31.1pp | 67.9%-16.6pp |
| Annual return | -17.71% | -5.97%-11.7pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,974 | $3,381-41.6% | $4,814-59.0% | $2,596-24.0% |
| Participant deferral / active EE | $6,242 | $6,110+2.2% | $7,446-16.2% | $4,027+55.0% |
| Admin fee / account holder | $2,580 | $6,275-58.9% | $10,010-74.2% | $5,403-52.2% |