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 | $61,475 | $50,958+20.6% | $74,550-17.5% | $64,186-4.2% |
| Participation rate | 0.0% | 61.1%-61.1pp | 69.1%-69.1pp | 69.6%-69.6pp |
| Annual return | -6.40% | -1.86%-4.5pp | 32.53%-38.9pp | 7.63%-14.0pp |
| Employer contribution / active EE | $287 | $1,115-74.3% | $1,961-85.4% | $2,381-88.0% |
| Participant deferral / active EE | $3,980 | $2,301+72.9% | $3,108+28.1% | $3,470+14.7% |
| Admin fee / account holder | $2,750 | $4,223-34.9% | $5,060-45.7% | $4,888-43.7% |