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 | $118,925 | $131,829-9.8% | $108,579+9.5% | $273,961-56.6% |
| Participation rate | 64.3% | 83.5%-19.2pp | 79.6%-15.3pp | 83.0%-18.7pp |
| Annual return | 9.21% | -91.57%+100.8pp | -51.70%+60.9pp | 41.45%-32.2pp |
| Employer contribution / active EE | $1,810 | $4,912-63.2% | $3,758-51.8% | $4,869-62.8% |
| Participant deferral / active EE | $3,166 | $5,127-38.3% | $4,311-26.6% | $5,287-40.1% |
| Admin fee / account holder | $5,141 | $10,252-49.9% | $7,645-32.8% | $10,132-49.3% |