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 | $49,091 | $167,307-70.7% | $143,757-65.9% | $134,475-63.5% |
| Participation rate | 64.7% | 84.8%-20.1pp | 80.3%-15.6pp | 81.2%-16.5pp |
| Annual return | -18.99% | 0.46%-19.4pp | -0.04%-18.9pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,420 | $5,619-56.9% | $4,951-51.1% | $4,740-48.9% |
| Participant deferral / active EE | $3,871 | $6,446-39.9% | $5,637-31.3% | $6,400-39.5% |
| Admin fee / account holder | $973 | $18,088-94.6% | $14,673-93.4% | $11,426-91.5% |