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 | $70,687 | $100,754-29.8% | $86,677-18.4% | $134,475-47.4% |
| Participation rate | 62.5% | 78.9%-16.4pp | 76.6%-14.1pp | 81.2%-18.7pp |
| Annual return | -17.74% | 29.04%-46.8pp | 35.91%-53.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,507 | $3,489-28.1% | $2,836-11.6% | $4,740-47.1% |
| Participant deferral / active EE | $6,213 | $5,338+16.4% | $4,656+33.5% | $6,400-2.9% |
| Admin fee / account holder | $1,401 | $10,926-87.2% | $7,493-81.3% | $11,426-87.7% |