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 | $58,099 | $49,451+17.5% | $79,550-27.0% | $66,914-13.2% |
| Participation rate | 55.9% | 61.3%-5.5pp | 69.5%-13.6pp | 69.8%-13.9pp |
| Annual return | -15.32% | 84.25%-99.6pp | 0.16%-15.5pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,828 | $1,266+44.5% | $2,413-24.2% | $2,544-28.1% |
| Participant deferral / active EE | $4,735 | $3,159+49.9% | $3,985+18.8% | $4,237+11.8% |
| Admin fee / account holder | $7,179 | $595+1107.5% | $6,832+5.1% | $593+1110.2% |