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 | $117,731 | $105,860+11.2% | $90,749+29.7% | $134,475-12.5% |
| Participation rate | 42.1% | 78.2%-36.1pp | 75.7%-33.6pp | 81.2%-39.1pp |
| Annual return | -16.57% | -11.01%-5.6pp | -12.16%-4.4pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,227 | $3,462-35.7% | $2,921-23.8% | $4,740-53.0% |
| Participant deferral / active EE | $4,858 | $5,216-6.9% | $4,564+6.4% | $6,400-24.1% |
| Admin fee / account holder | $931 | $13,938-93.3% | $8,445-89.0% | $11,426-91.8% |