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 | $43,526 | $82,664-47.3% | $125,339-65.3% | $68,494-36.5% |
| Participation rate | 65.9% | 75.0%-9.2pp | 82.4%-16.5pp | 67.9%-2.0pp |
| Annual return | -12.87% | -5.97%-6.9pp | 572.05%-584.9pp | -7.84%-5.0pp |
| Employer contribution / active EE | $1,016 | $3,381-70.0% | $4,814-78.9% | $2,596-60.9% |
| Participant deferral / active EE | $4,812 | $6,110-21.2% | $7,446-35.4% | $4,027+19.5% |
| Admin fee / account holder | $10,192 | $6,275+62.4% | $10,010+1.8% | $5,403+88.6% |