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 | $99,946 | $64,307+55.4% | $57,343+74.3% | $125,391-20.3% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 83.2%-23.2pp |
| Annual return | -0.59% | 25.12%-25.7pp | 24.39%-25.0pp | 282.22%-282.8pp |
| Employer contribution / active EE | $805 | $3,193-74.8% | $2,689-70.1% | $4,866-83.5% |
| Participant deferral / active EE | $3,880 | $3,848+0.8% | $3,162+22.7% | $5,352-27.5% |
| Admin fee / account holder | $5,598 | $5,242+6.8% | $3,356+66.8% | $9,540-41.3% |