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 | $151,376 | $142,344+6.3% | $119,609+26.6% | $134,475+12.6% |
| Participation rate | 45.0% | 82.8%-37.8pp | 79.3%-34.3pp | 81.2%-36.2pp |
| Annual return | -15.24% | -12.44%-2.8pp | -14.97%-0.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,344 | $5,222-74.3% | $4,232-68.2% | $4,740-71.6% |
| Participant deferral / active EE | $4,148 | $6,469-35.9% | $5,602-26.0% | $6,400-35.2% |
| Admin fee / account holder | $1,630 | $13,584-88.0% | $10,323-84.2% | $11,426-85.7% |