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 | $73,779 | $72,404+1.9% | $110,238-33.1% | $64,186+14.9% |
| Participation rate | 51.5% | 73.3%-21.9pp | 79.8%-28.3pp | 69.6%-18.1pp |
| Annual return | -1.97% | -6.29%+4.3pp | 314.74%-316.7pp | 7.63%-9.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,762 | $3,469-20.4% | $4,672-40.9% | $3,470-20.4% |
| Admin fee / account holder | $17,342 | $5,664+206.2% | $8,547+102.9% | $4,888+254.8% |