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 | $77,683 | $129,942-40.2% | $104,294-25.5% | $134,475-42.2% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | -15.93% | 42.03%-58.0pp | 24.61%-40.5pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,152 | $4,184-72.5% | $3,372-65.8% | $4,740-75.7% |
| Participant deferral / active EE | $12,908 | $5,588+131.0% | $4,625+179.1% | $6,400+101.7% |
| Admin fee / account holder | $351 | $9,323-96.2% | $7,339-95.2% | $11,426-96.9% |