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 | $46,563 | $158,817-70.7% | $121,196-61.6% | $135,375-65.6% |
| Participation rate | 66.7% | 79.3%-12.6pp | 71.7%-5.1pp | 82.6%-16.0pp |
| Annual return | -7.36% | -0.64%-6.7pp | 16.93%-24.3pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,433 | $5,665-74.7% | $4,022-64.4% | $4,779-70.0% |
| Participant deferral / active EE | $6,800 | $4,005+69.8% | $3,344+103.3% | $5,609+21.2% |
| Admin fee / account holder | $340 | $6,512-94.8% | $5,019-93.2% | $10,827-96.9% |