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 | $77,908 | $133,958-41.8% | $112,228-30.6% | $134,475-42.1% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -16.08% | 47.11%-63.2pp | 27.45%-43.5pp | 417.96%-434.0pp |
| Employer contribution / active EE | $4,185 | $4,038+3.6% | $3,635+15.1% | $4,740-11.7% |
| Participant deferral / active EE | $7,570 | $5,291+43.1% | $4,728+60.1% | $6,400+18.3% |
| Admin fee / account holder | $497 | $7,489-93.4% | $6,410-92.3% | $11,426-95.7% |