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 | $105,297 | $91,911+14.6% | $68,793+53.1% | $135,375-22.2% |
| Participation rate | 36.8% | 76.7%-39.9pp | 72.2%-35.4pp | 82.6%-45.8pp |
| Annual return | -3.65% | -8.22%+4.6pp | -4.63%+1.0pp | 519.73%-523.4pp |
| Employer contribution / active EE | $1,102 | $3,924-71.9% | $2,625-58.0% | $4,779-76.9% |
| Participant deferral / active EE | $3,881 | $4,315-10.1% | $3,311+17.2% | $5,609-30.8% |
| Admin fee / account holder | $891 | $9,240-90.4% | $5,131-82.6% | $10,827-91.8% |