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 | $111,231 | $72,404+53.6% | $110,238+0.9% | $64,186+73.3% |
| Participation rate | 54.9% | 73.3%-18.4pp | 79.8%-24.9pp | 69.6%-14.7pp |
| Annual return | -7.59% | -6.29%-1.3pp | 314.74%-322.3pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,508 | $2,282-33.9% | $3,826-60.6% | $2,381-36.6% |
| Participant deferral / active EE | $2,302 | $3,469-33.6% | $4,672-50.7% | $3,470-33.6% |
| Admin fee / account holder | $1,132 | $5,664-80.0% | $8,547-86.8% | $4,888-76.8% |