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 | $125,594 | $142,344-11.8% | $119,609+5.0% | $134,475-6.6% |
| Participation rate | 33.3% | 82.8%-49.5pp | 79.3%-45.9pp | 81.2%-47.9pp |
| Annual return | -15.85% | -12.44%-3.4pp | -14.97%-0.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $4,595 | $5,222-12.0% | $4,232+8.6% | $4,740-3.1% |
| Participant deferral / active EE | $9,800 | $6,469+51.5% | $5,602+74.9% | $6,400+53.1% |
| Admin fee / account holder | $61,661 | $13,584+353.9% | $10,323+497.3% | $11,426+439.7% |