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 | $87,231 | $82,664+5.5% | $125,339-30.4% | $68,494+27.4% |
| Participation rate | 44.6% | 75.0%-30.4pp | 82.4%-37.7pp | 67.9%-23.2pp |
| Annual return | -18.96% | -5.97%-13.0pp | 572.05%-591.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,348 | $3,381-60.1% | $4,814-72.0% | $2,596-48.1% |
| Participant deferral / active EE | $2,865 | $6,110-53.1% | $7,446-61.5% | $4,027-28.9% |
| Admin fee / account holder | $1,129 | $6,275-82.0% | $10,010-88.7% | $5,403-79.1% |