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 8-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 | $177,601 | $175,600+1.1% | $129,110+37.6% | $134,475+32.1% |
| Participation rate | 52.2% | 81.6%-29.4pp | 77.3%-25.1pp | 81.2%-29.0pp |
| Annual return | -18.37% | -11.39%-7.0pp | -10.94%-7.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,980 | $6,355-68.9% | $5,052-60.8% | $4,740-58.2% |
| Participant deferral / active EE | $5,634 | $7,975-29.4% | $6,542-13.9% | $6,400-12.0% |
| Admin fee / account holder | $4,331 | $23,567-81.6% | $14,302-69.7% | $11,426-62.1% |