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 | $80,817 | $71,883+12.4% | $86,677-6.8% | $68,494+18.0% |
| Participation rate | 46.8% | 72.2%-25.5pp | 76.6%-29.8pp | 67.9%-21.1pp |
| Annual return | -17.31% | 3.52%-20.8pp | 35.91%-53.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,703 | $3,779-28.5% | $4,656-41.9% | $4,027-32.9% |
| Admin fee / account holder | $4,993 | $6,112-18.3% | $7,493-33.4% | $5,403-7.6% |