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 | $91,493 | $131,829-30.6% | $108,579-15.7% | $273,961-66.6% |
| Participation rate | 40.0% | 83.5%-43.5pp | 79.6%-39.6pp | 83.0%-43.0pp |
| Annual return | 2.62% | -91.57%+94.2pp | -51.70%+54.3pp | 41.45%-38.8pp |
| Employer contribution / active EE | $933 | $4,912-81.0% | $3,758-75.2% | $4,869-80.8% |
| Participant deferral / active EE | $3,565 | $5,127-30.5% | $4,311-17.3% | $5,287-32.6% |
| Admin fee / account holder | $2,040 | $10,252-80.1% | $7,645-73.3% | $10,132-79.9% |