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 | $86,871 | $167,307-48.1% | $143,757-39.6% | $134,475-35.4% |
| Participation rate | 68.2% | 84.8%-16.6pp | 80.3%-12.1pp | 81.2%-13.0pp |
| Annual return | -13.22% | 0.46%-13.7pp | -0.04%-13.2pp | 417.96%-431.2pp |
| Employer contribution / active EE | $2,309 | $5,619-58.9% | $4,951-53.4% | $4,740-51.3% |
| Participant deferral / active EE | $5,543 | $6,446-14.0% | $5,637-1.7% | $6,400-13.4% |
| Admin fee / account holder | $24,800 | $18,088+37.1% | $14,673+69.0% | $11,426+117.0% |