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 | $111,311 | $85,790+29.7% | $67,313+65.4% | $135,375-17.8% |
| Participation rate | 58.8% | 76.5%-17.6pp | 69.1%-10.3pp | 82.6%-23.8pp |
| Annual return | -9.18% | -0.54%-8.6pp | -4.08%-5.1pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,502 | $3,487-56.9% | $2,566-41.4% | $4,779-68.6% |
| Participant deferral / active EE | $7,383 | $4,651+58.7% | $3,568+106.9% | $5,609+31.6% |
| Admin fee / account holder | $3,141 | $6,392-50.9% | $4,507-30.3% | $10,827-71.0% |