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 4-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 | $35,223 | $59,159-40.5% | $159,960-78.0% | $66,914-47.4% |
| Participation rate | 66.9% | 68.1%-1.2pp | 78.0%-11.0pp | 69.8%-2.9pp |
| Annual return | 0.00% | -12.26%+12.3pp | 408.60%-408.6pp | 1.58%-1.6pp |
| Employer contribution / active EE | $2,830 | $1,983+42.7% | $4,226-33.0% | $2,544+11.2% |
| Participant deferral / active EE | $5,568 | $4,395+26.7% | $6,182-9.9% | $4,237+31.4% |
| Admin fee / account holder | $916 | $591+55.0% | $8,698-89.5% | $593+54.3% |