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 | $86,019 | $91,538-6.0% | $129,995-33.8% | $75,163+14.4% |
| Participation rate | 57.1% | 71.4%-14.3pp | 78.5%-21.3pp | 67.2%-10.0pp |
| Annual return | 21.48% | -631.11%+652.6pp | -137.18%+158.7pp | 160.62%-139.1pp |
| Employer contribution / active EE | $1,878 | $2,845-34.0% | $4,320-56.5% | $2,670-29.6% |
| Participant deferral / active EE | $4,064 | $4,341-6.4% | $5,820-30.2% | $4,125-1.5% |
| Admin fee / account holder | $3,049 | $6,790-55.1% | $10,614-71.3% | $5,651-46.1% |