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 | $104,476 | $71,883+45.3% | $86,677+20.5% | $68,494+52.5% |
| Participation rate | 65.0% | 72.2%-7.2pp | 76.6%-11.6pp | 67.9%-2.9pp |
| Annual return | -8.12% | 3.52%-11.6pp | 35.91%-44.0pp | -7.84%-0.3pp |
| Employer contribution / active EE | $1,406 | $2,173-35.3% | $2,836-50.4% | $2,596-45.8% |
| Participant deferral / active EE | $3,507 | $3,779-7.2% | $4,656-24.7% | $4,027-12.9% |
| Admin fee / account holder | $16,014 | $6,112+162.0% | $7,493+113.7% | $5,403+196.4% |