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 | $112,802 | $72,404+55.8% | $110,238+2.3% | $64,186+75.7% |
| Participation rate | 62.9% | 73.3%-10.5pp | 79.8%-17.0pp | 69.6%-6.7pp |
| Annual return | -6.76% | -6.29%-0.5pp | 314.74%-321.5pp | 7.63%-14.4pp |
| Employer contribution / active EE | $896 | $2,282-60.7% | $3,826-76.6% | $2,381-62.4% |
| Participant deferral / active EE | $2,951 | $3,469-14.9% | $4,672-36.8% | $3,470-15.0% |
| Admin fee / account holder | $1,455 | $5,664-74.3% | $8,547-83.0% | $4,888-70.2% |