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 | $192,002 | $147,167+30.5% | $111,392+72.4% | $135,375+41.8% |
| Participation rate | 52.6% | 84.0%-31.4pp | 78.9%-26.2pp | 82.6%-30.0pp |
| Annual return | -4.70% | -4.44%-0.3pp | -2.06%-2.6pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,602 | $5,204-69.2% | $4,328-63.0% | $4,779-66.5% |
| Participant deferral / active EE | $4,149 | $6,565-36.8% | $5,567-25.5% | $5,609-26.0% |
| Admin fee / account holder | $1,135 | $20,270-94.4% | $12,266-90.7% | $10,827-89.5% |