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 | $168,603 | $167,484+0.7% | $151,611+11.2% | $134,475+25.4% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -17.01% | 7.80%-24.8pp | 3.33%-20.3pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,748 | $6,829-74.4% | $6,166-71.7% | $4,740-63.1% |
| Participant deferral / active EE | $3,930 | $8,986-56.3% | $8,363-53.0% | $6,400-38.6% |
| Admin fee / account holder | $1,622 | $13,783-88.2% | $11,616-86.0% | $11,426-85.8% |