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 | $127,400 | $95,862+32.9% | $79,550+60.2% | $134,475-5.3% |
| Participation rate | 60.9% | 75.0%-14.2pp | 69.5%-8.6pp | 81.2%-20.4pp |
| Annual return | -11.96% | -2.69%-9.3pp | 0.16%-12.1pp | 417.96%-429.9pp |
| Employer contribution / active EE | $2,401 | $3,128-23.2% | $2,413-0.5% | $4,740-49.3% |
| Participant deferral / active EE | $4,954 | $4,693+5.6% | $3,985+24.3% | $6,400-22.6% |
| Admin fee / account holder | $543 | $9,126-94.1% | $6,832-92.1% | $11,426-95.2% |