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 | $118,725 | $105,860+12.2% | $90,749+30.8% | $134,475-11.7% |
| Participation rate | 55.6% | 78.2%-22.7pp | 75.7%-20.1pp | 81.2%-25.7pp |
| Annual return | -19.29% | -11.01%-8.3pp | -12.16%-7.1pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,996 | $3,462-13.5% | $2,921+2.6% | $4,740-36.8% |
| Participant deferral / active EE | $6,600 | $5,216+26.5% | $4,564+44.6% | $6,400+3.1% |
| Admin fee / account holder | $3,703 | $13,938-73.4% | $8,445-56.1% | $11,426-67.6% |