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 | $100,546 | $72,404+38.9% | $110,238-8.8% | $64,186+56.6% |
| Participation rate | 49.3% | 73.3%-24.1pp | 79.8%-30.5pp | 69.6%-20.3pp |
| Annual return | -3.93% | -6.29%+2.4pp | 314.74%-318.7pp | 7.63%-11.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,372 | $3,469-31.6% | $4,672-49.2% | $3,470-31.6% |
| Admin fee / account holder | $16,272 | $5,664+187.3% | $8,547+90.4% | $4,888+232.9% |