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 | $114,238 | $127,386-10.3% | $115,037-0.7% | $125,391-8.9% |
| Participation rate | 55.6% | 84.2%-28.6pp | 81.4%-25.8pp | 83.2%-27.6pp |
| Annual return | -2.80% | 31.28%-34.1pp | 26.14%-28.9pp | 282.22%-285.0pp |
| Employer contribution / active EE | $1,290 | $5,166-75.0% | $4,608-72.0% | $4,866-73.5% |
| Participant deferral / active EE | $5,855 | $6,423-8.8% | $6,026-2.8% | $5,352+9.4% |
| Admin fee / account holder | $1,082 | $9,516-88.6% | $8,175-86.8% | $9,540-88.7% |