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 | $172,403 | $167,307+3.0% | $143,757+19.9% | $134,475+28.2% |
| Participation rate | 43.5% | 84.8%-41.3pp | 80.3%-36.8pp | 81.2%-37.7pp |
| Annual return | -14.75% | 0.46%-15.2pp | -0.04%-14.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,818 | $5,619-67.6% | $4,951-63.3% | $4,740-61.6% |
| Participant deferral / active EE | $4,612 | $6,446-28.5% | $5,637-18.2% | $6,400-27.9% |
| Admin fee / account holder | $1,199 | $18,088-93.4% | $14,673-91.8% | $11,426-89.5% |