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 | $197,977 | $127,386+55.4% | $115,037+72.1% | $125,391+57.9% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | -2.09% | 31.28%-33.4pp | 26.14%-28.2pp | 282.22%-284.3pp |
| Employer contribution / active EE | $1,708 | $5,166-66.9% | $4,608-62.9% | $4,866-64.9% |
| Participant deferral / active EE | $5,459 | $6,423-15.0% | $6,026-9.4% | $5,352+2.0% |
| Admin fee / account holder | $4,238 | $9,516-55.5% | $8,175-48.2% | $9,540-55.6% |