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 5-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 | $32,852 | $167,307-80.4% | $143,757-77.1% | $134,475-75.6% |
| Participation rate | 57.9% | 84.8%-26.9pp | 80.3%-22.4pp | 81.2%-23.3pp |
| Annual return | -17.56% | 0.46%-18.0pp | -0.04%-17.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,536 | $5,619-72.7% | $4,951-69.0% | $4,740-67.6% |
| Participant deferral / active EE | $3,340 | $6,446-48.2% | $5,637-40.7% | $6,400-47.8% |
| Admin fee / account holder | $551 | $18,088-97.0% | $14,673-96.2% | $11,426-95.2% |