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 | $73,251 | $54,350+34.8% | $82,719-11.4% | $68,494+6.9% |
| Participation rate | 63.3% | 63.9%-0.6pp | 72.6%-9.2pp | 67.9%-4.6pp |
| Annual return | -13.52% | -13.67%+0.2pp | 701.18%-714.7pp | -7.84%-5.7pp |
| Employer contribution / active EE | $1,966 | $2,218-11.4% | $3,009-34.7% | $2,596-24.3% |
| Participant deferral / active EE | $3,782 | $3,246+16.5% | $4,395-14.0% | $4,027-6.1% |
| Admin fee / account holder | $11,777 | $4,395+167.9% | $5,329+121.0% | $5,403+118.0% |