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 | $85,061 | $127,386-33.2% | $115,037-26.1% | $125,391-32.2% |
| Participation rate | 41.2% | 84.2%-43.0pp | 81.4%-40.2pp | 83.2%-42.0pp |
| Annual return | -0.87% | 31.28%-32.1pp | 26.14%-27.0pp | 282.22%-283.1pp |
| Employer contribution / active EE | $1,433 | $5,166-72.3% | $4,608-68.9% | $4,866-70.5% |
| Participant deferral / active EE | $2,742 | $6,423-57.3% | $6,026-54.5% | $5,352-48.8% |
| Admin fee / account holder | $3,585 | $9,516-62.3% | $8,175-56.2% | $9,540-62.4% |