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 5-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 | $45,999 | $82,664-44.4% | $125,339-63.3% | $68,494-32.8% |
| Participation rate | 68.9% | 75.0%-6.2pp | 82.4%-13.5pp | 67.9%+1.0pp |
| Annual return | -17.55% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,165 | $3,381-36.0% | $4,814-55.0% | $2,596-16.6% |
| Participant deferral / active EE | $4,759 | $6,110-22.1% | $7,446-36.1% | $4,027+18.2% |
| Admin fee / account holder | $3,270 | $6,275-47.9% | $10,010-67.3% | $5,403-39.5% |