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 | $123,534 | $95,193+29.8% | $76,523+61.4% | $135,375-8.7% |
| Participation rate | 63.6% | 74.4%-10.8pp | 68.0%-4.4pp | 82.6%-19.0pp |
| Annual return | -4.18% | 4.85%-9.0pp | -0.27%-3.9pp | 519.73%-523.9pp |
| Employer contribution / active EE | $817 | $3,302-75.2% | $2,647-69.1% | $4,779-82.9% |
| Participant deferral / active EE | $5,637 | $4,639+21.5% | $3,835+47.0% | $5,609+0.5% |
| Admin fee / account holder | $333 | $6,249-94.7% | $4,848-93.1% | $10,827-96.9% |