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 | $170,097 | $133,958+27.0% | $112,228+51.6% | $134,475+26.5% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.1%-11.4pp | 81.2%-17.6pp |
| Annual return | -14.61% | 47.11%-61.7pp | 27.45%-42.1pp | 417.96%-432.6pp |
| Employer contribution / active EE | $2,051 | $4,038-49.2% | $3,635-43.6% | $4,740-56.7% |
| Participant deferral / active EE | $5,379 | $5,291+1.7% | $4,728+13.8% | $6,400-15.9% |
| Admin fee / account holder | $3,400 | $7,489-54.6% | $6,410-47.0% | $11,426-70.2% |