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 | $101,367 | $147,167-31.1% | $111,392-9.0% | $135,375-25.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 78.9%-12.2pp | 82.6%-16.0pp |
| Annual return | -6.93% | -4.44%-2.5pp | -2.06%-4.9pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,799 | $5,204-65.4% | $4,328-58.4% | $4,779-62.4% |
| Participant deferral / active EE | $3,182 | $6,565-51.5% | $5,567-42.8% | $5,609-43.3% |
| Admin fee / account holder | $2,100 | $20,270-89.6% | $12,266-82.9% | $10,827-80.6% |