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 | $99,986 | $81,900+22.1% | $119,609-16.4% | $68,494+46.0% |
| Participation rate | 54.3% | 71.9%-17.6pp | 79.3%-25.0pp | 67.9%-13.6pp |
| Annual return | -17.49% | -23.82%+6.3pp | -14.97%-2.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,042 | $2,693-61.3% | $4,232-75.4% | $2,596-59.9% |
| Participant deferral / active EE | $3,783 | $4,148-8.8% | $5,602-32.5% | $4,027-6.1% |
| Admin fee / account holder | $15,777 | $6,582+139.7% | $10,323+52.8% | $5,403+192.0% |