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 | $101,478 | $81,900+23.9% | $119,609-15.2% | $68,494+48.2% |
| Participation rate | 0.0% | 71.9%-71.9pp | 79.3%-79.3pp | 67.9%-67.9pp |
| Annual return | -15.75% | -23.82%+8.1pp | -14.97%-0.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,863 | $2,693-30.8% | $4,232-56.0% | $2,596-28.3% |
| Participant deferral / active EE | $3,776 | $4,148-9.0% | $5,602-32.6% | $4,027-6.2% |
| Admin fee / account holder | $5,795 | $6,582-12.0% | $10,323-43.9% | $5,403+7.3% |