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 | $113,316 | $167,307-32.3% | $143,757-21.2% | $134,475-15.7% |
| Participation rate | 58.3% | 84.8%-26.5pp | 80.3%-22.0pp | 81.2%-22.9pp |
| Annual return | -16.45% | 0.46%-16.9pp | -0.04%-16.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $8,137 | $5,619+44.8% | $4,951+64.4% | $4,740+71.7% |
| Participant deferral / active EE | $4,642 | $6,446-28.0% | $5,637-17.6% | $6,400-27.5% |
| Admin fee / account holder | $1,683 | $18,088-90.7% | $14,673-88.5% | $11,426-85.3% |