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 | $137,627 | $133,958+2.7% | $112,228+22.6% | $134,475+2.3% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.1%-11.4pp | 81.2%-17.6pp |
| Annual return | -14.75% | 47.11%-61.9pp | 27.45%-42.2pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,450 | $4,038-64.1% | $3,635-60.1% | $4,740-69.4% |
| Participant deferral / active EE | $1,492 | $5,291-71.8% | $4,728-68.4% | $6,400-76.7% |
| Admin fee / account holder | $7,057 | $7,489-5.8% | $6,410+10.1% | $11,426-38.2% |