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 | $105,057 | $133,958-21.6% | $112,228-6.4% | $134,475-21.9% |
| Participation rate | 34.8% | 78.6%-43.8pp | 75.1%-40.3pp | 81.2%-46.4pp |
| Annual return | -13.79% | 47.11%-60.9pp | 27.45%-41.2pp | 417.96%-431.8pp |
| Employer contribution / active EE | $834 | $4,038-79.3% | $3,635-77.0% | $4,740-82.4% |
| Participant deferral / active EE | $2,717 | $5,291-48.7% | $4,728-42.5% | $6,400-57.6% |
| Admin fee / account holder | $10,139 | $7,489+35.4% | $6,410+58.2% | $11,426-11.3% |