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 | $126,160 | $131,829-4.3% | $108,579+16.2% | $273,961-53.9% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 6.15% | -91.57%+97.7pp | -51.70%+57.8pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,750 | $4,912-64.4% | $3,758-53.4% | $4,869-64.1% |
| Participant deferral / active EE | $3,356 | $5,127-34.5% | $4,311-22.1% | $5,287-36.5% |
| Admin fee / account holder | $7,117 | $10,252-30.6% | $7,645-6.9% | $10,132-29.8% |