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 | $102,645 | $85,790+19.6% | $67,313+52.5% | $135,375-24.2% |
| Participation rate | 58.3% | 76.5%-18.1pp | 69.1%-10.7pp | 82.6%-24.3pp |
| Annual return | -8.04% | -0.54%-7.5pp | -4.08%-4.0pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,119 | $3,487-67.9% | $2,566-56.4% | $4,779-76.6% |
| Participant deferral / active EE | $5,345 | $4,651+14.9% | $3,568+49.8% | $5,609-4.7% |
| Admin fee / account holder | $1,144 | $6,392-82.1% | $4,507-74.6% | $10,827-89.4% |