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 | $53,985 | $53,162+1.5% | $91,220-40.8% | $68,494-21.2% |
| Participation rate | 68.8% | 63.2%+5.5pp | 73.2%-4.4pp | 67.9%+0.9pp |
| Annual return | -12.91% | -3.14%-9.8pp | 114.01%-126.9pp | -7.84%-5.1pp |
| Employer contribution / active EE | $691 | $1,709-59.6% | $2,850-75.7% | $2,596-73.4% |
| Participant deferral / active EE | $5,216 | $2,974+75.4% | $4,234+23.2% | $4,027+29.5% |
| Admin fee / account holder | $11,266 | $4,493+150.7% | $5,420+107.9% | $5,403+108.5% |