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 | $71,196 | $82,286-13.5% | $68,791+3.5% | $134,475-47.1% |
| Participation rate | 52.6% | 75.1%-22.4pp | 69.0%-16.4pp | 81.2%-28.6pp |
| Annual return | -15.21% | -2.19%-13.0pp | -6.38%-8.8pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,795 | $3,301-45.6% | $2,655-32.4% | $4,740-62.1% |
| Participant deferral / active EE | $1,701 | $4,739-64.1% | $3,941-56.8% | $6,400-73.4% |
| Admin fee / account holder | $2,045 | $6,481-68.4% | $4,932-58.5% | $11,426-82.1% |