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 | $118,723 | $131,829-9.9% | $108,579+9.3% | $273,961-56.7% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 4.70% | -91.57%+96.3pp | -51.70%+56.4pp | 41.45%-36.8pp |
| Employer contribution / active EE | $2,059 | $4,912-58.1% | $3,758-45.2% | $4,869-57.7% |
| Participant deferral / active EE | $3,027 | $5,127-41.0% | $4,311-29.8% | $5,287-42.7% |
| Admin fee / account holder | $8,030 | $10,252-21.7% | $7,645+5.0% | $10,132-20.8% |