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 | $65,580 | $76,000-13.7% | $154,107-57.4% | $64,186+2.2% |
| Participation rate | 61.1% | 70.4%-9.3pp | 83.0%-21.9pp | 69.6%-8.5pp |
| Annual return | -6.13% | 30.32%-36.4pp | 735.12%-741.2pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,401 | $3,351-28.4% | $5,298-54.7% | $2,381+0.8% |
| Participant deferral / active EE | $4,878 | $3,175+53.6% | $5,081-4.0% | $3,470+40.6% |
| Admin fee / account holder | $816 | $5,596-85.4% | $13,411-93.9% | $4,888-83.3% |