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 | $78,204 | $77,813+0.5% | $123,544-36.7% | $64,186+21.8% |
| Participation rate | 50.0% | 74.7%-24.7pp | 82.3%-32.3pp | 69.6%-19.6pp |
| Annual return | -8.03% | 12.48%-20.5pp | 119.20%-127.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,976 | $3,014-34.5% | $4,628-57.3% | $2,381-17.0% |
| Participant deferral / active EE | $3,885 | $5,240-25.8% | $6,426-39.5% | $3,470+12.0% |
| Admin fee / account holder | $1,772 | $5,519-67.9% | $9,284-80.9% | $4,888-63.7% |