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 | $77,083 | $64,307+19.9% | $57,343+34.4% | $125,391-38.5% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 83.2%-43.2pp |
| Annual return | -0.86% | 25.12%-26.0pp | 24.39%-25.2pp | 282.22%-283.1pp |
| Employer contribution / active EE | $2,579 | $3,193-19.2% | $2,689-4.1% | $4,866-47.0% |
| Participant deferral / active EE | $1,374 | $3,848-64.3% | $3,162-56.5% | $5,352-74.3% |
| Admin fee / account holder | $1,151 | $5,242-78.0% | $3,356-65.7% | $9,540-87.9% |