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 | $72,972 | $167,307-56.4% | $143,757-49.2% | $134,475-45.7% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -19.89% | 0.46%-20.4pp | -0.04%-19.8pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,940 | $5,619-65.5% | $4,951-60.8% | $4,740-59.1% |
| Participant deferral / active EE | $5,947 | $6,446-7.7% | $5,637+5.5% | $6,400-7.1% |
| Admin fee / account holder | $7,773 | $18,088-57.0% | $14,673-47.0% | $11,426-32.0% |