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 | $60,243 | $175,600-65.7% | $129,110-53.3% | $134,475-55.2% |
| Participation rate | 59.1% | 81.6%-22.5pp | 77.3%-18.2pp | 81.2%-22.1pp |
| Annual return | -18.48% | -11.39%-7.1pp | -10.94%-7.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,724 | $6,355-57.1% | $5,052-46.1% | $4,740-42.5% |
| Participant deferral / active EE | $5,505 | $7,975-31.0% | $6,542-15.9% | $6,400-14.0% |
| Admin fee / account holder | $1,025 | $23,567-95.7% | $14,302-92.8% | $11,426-91.0% |