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 | $216,894 | $167,307+29.6% | $143,757+50.9% | $134,475+61.3% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -13.99% | 0.46%-14.4pp | -0.04%-13.9pp | 417.96%-432.0pp |
| Employer contribution / active EE | $6,638 | $5,619+18.1% | $4,951+34.1% | $4,740+40.0% |
| Participant deferral / active EE | $5,481 | $6,446-15.0% | $5,637-2.8% | $6,400-14.4% |
| Admin fee / account holder | $2,599 | $18,088-85.6% | $14,673-82.3% | $11,426-77.3% |