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 | $50,334 | $49,177+2.4% | $79,464-36.7% | $64,186-21.6% |
| Participation rate | 62.1% | 65.0%-2.9pp | 73.3%-11.2pp | 69.6%-7.4pp |
| Annual return | -5.40% | -1.16%-4.2pp | 718.14%-723.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $813 | $2,076-60.8% | $2,800-71.0% | $2,381-65.8% |
| Participant deferral / active EE | $3,253 | $2,821+15.3% | $3,704-12.2% | $3,470-6.2% |
| Admin fee / account holder | $4,137 | $3,839+7.8% | $5,113-19.1% | $4,888-15.4% |