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 | $146,930 | $167,307-12.2% | $143,757+2.2% | $134,475+9.3% |
| Participation rate | 25.0% | 84.8%-59.8pp | 80.3%-55.3pp | 81.2%-56.2pp |
| Annual return | -2.16% | 0.46%-2.6pp | -0.04%-2.1pp | 417.96%-420.1pp |
| Employer contribution / active EE | $1,997 | $5,619-64.5% | $4,951-59.7% | $4,740-57.9% |
| Participant deferral / active EE | $9,048 | $6,446+40.4% | $5,637+60.5% | $6,400+41.4% |
| Admin fee / account holder | $300 | $18,088-98.3% | $14,673-98.0% | $11,426-97.4% |