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 | $82,634 | $61,774+33.8% | $97,226-15.0% | $80,856+2.2% |
| Participation rate | 46.7% | 63.5%-16.8pp | 72.7%-26.0pp | 67.6%-21.0pp |
| Annual return | 11.02% | -557.90%+568.9pp | 75.13%-64.1pp | 35.59%-24.6pp |
| Employer contribution / active EE | $558 | $1,837-69.6% | $2,729-79.6% | $2,755-79.7% |
| Participant deferral / active EE | $2,906 | $3,029-4.1% | $4,264-31.8% | $4,296-32.3% |
| Admin fee / account holder | $10,767 | $5,166+108.4% | $5,654+90.5% | $6,918+55.6% |