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 | $95,934 | $127,386-24.7% | $115,037-16.6% | $125,391-23.5% |
| Participation rate | 63.6% | 84.2%-20.5pp | 81.4%-17.7pp | 83.2%-19.6pp |
| Annual return | -1.53% | 31.28%-32.8pp | 26.14%-27.7pp | 282.22%-283.8pp |
| Employer contribution / active EE | $3,033 | $5,166-41.3% | $4,608-34.2% | $4,866-37.7% |
| Participant deferral / active EE | $6,943 | $6,423+8.1% | $6,026+15.2% | $5,352+29.7% |
| Admin fee / account holder | $317 | $9,516-96.7% | $8,175-96.1% | $9,540-96.7% |