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 | $108,987 | $105,860+3.0% | $90,749+20.1% | $134,475-19.0% |
| Participation rate | 43.5% | 78.2%-34.8pp | 75.7%-32.2pp | 81.2%-37.7pp |
| Annual return | -18.92% | -11.01%-7.9pp | -12.16%-6.8pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,932 | $3,462-44.2% | $2,921-33.9% | $4,740-59.2% |
| Participant deferral / active EE | $5,736 | $5,216+10.0% | $4,564+25.7% | $6,400-10.4% |
| Admin fee / account holder | $1,336 | $13,938-90.4% | $8,445-84.2% | $11,426-88.3% |