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 | $101,181 | $82,664+22.4% | $125,339-19.3% | $68,494+47.7% |
| Participation rate | 67.6% | 75.0%-7.4pp | 82.4%-14.7pp | 67.9%-0.2pp |
| Annual return | -9.15% | -5.97%-3.2pp | 572.05%-581.2pp | -7.84%-1.3pp |
| Employer contribution / active EE | $1,284 | $3,381-62.0% | $4,814-73.3% | $2,596-50.6% |
| Participant deferral / active EE | $4,491 | $6,110-26.5% | $7,446-39.7% | $4,027+11.5% |
| Admin fee / account holder | $2,498 | $6,275-60.2% | $10,010-75.0% | $5,403-53.8% |