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 | $105,994 | $56,484+87.7% | $169,463-37.5% | $64,186+65.1% |
| Participation rate | 48.7% | 64.5%-15.8pp | 77.8%-29.1pp | 69.6%-20.9pp |
| Annual return | -7.84% | -1.55%-6.3pp | 1.83%-9.7pp | 7.63%-15.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,495 | $3,448+1.4% | $5,277-33.8% | $3,470+0.7% |
| Admin fee / account holder | $18,962 | $4,174+354.3% | $9,109+108.2% | $4,888+287.9% |