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 | $162,639 | $133,958+21.4% | $112,228+44.9% | $134,475+20.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -12.67% | 47.11%-59.8pp | 27.45%-40.1pp | 417.96%-430.6pp |
| Employer contribution / active EE | $1,396 | $4,038-65.4% | $3,635-61.6% | $4,740-70.5% |
| Participant deferral / active EE | $2,789 | $5,291-47.3% | $4,728-41.0% | $6,400-56.4% |
| Admin fee / account holder | $44,290 | $7,489+491.4% | $6,410+590.9% | $11,426+287.6% |