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 | $102,238 | $71,883+42.2% | $86,677+18.0% | $68,494+49.3% |
| Participation rate | 33.3% | 72.2%-38.9pp | 76.6%-43.2pp | 67.9%-34.6pp |
| Annual return | -13.16% | 3.52%-16.7pp | 35.91%-49.1pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,030 | $2,173-52.6% | $2,836-63.7% | $2,596-60.3% |
| Participant deferral / active EE | $2,309 | $3,779-38.9% | $4,656-50.4% | $4,027-42.7% |
| Admin fee / account holder | $2,235 | $6,112-63.4% | $7,493-70.2% | $5,403-58.6% |