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 | $106,515 | $82,664+28.9% | $125,339-15.0% | $68,494+55.5% |
| Participation rate | 56.0% | 75.0%-19.0pp | 82.4%-26.3pp | 67.9%-11.8pp |
| Annual return | -12.93% | -5.97%-7.0pp | 572.05%-585.0pp | -7.84%-5.1pp |
| Employer contribution / active EE | $2,458 | $3,381-27.3% | $4,814-48.9% | $2,596-5.3% |
| Participant deferral / active EE | $4,336 | $6,110-29.0% | $7,446-41.8% | $4,027+7.7% |
| Admin fee / account holder | $709 | $6,275-88.7% | $10,010-92.9% | $5,403-86.9% |