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 | $64,779 | $87,540-26.0% | $75,781-14.5% | $125,391-48.3% |
| Participation rate | 65.2% | 80.2%-14.9pp | 75.8%-10.6pp | 83.2%-18.0pp |
| Annual return | -1.91% | 13.48%-15.4pp | 9.68%-11.6pp | 282.22%-284.1pp |
| Employer contribution / active EE | $2,112 | $3,930-46.2% | $3,323-36.4% | $4,866-56.6% |
| Participant deferral / active EE | $4,273 | $4,229+1.0% | $3,651+17.0% | $5,352-20.1% |
| Admin fee / account holder | $8,320 | $6,502+28.0% | $5,299+57.0% | $9,540-12.8% |