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 | $173,761 | $81,900+112.2% | $119,609+45.3% | $68,494+153.7% |
| Participation rate | 61.3% | 71.9%-10.6pp | 79.3%-18.0pp | 67.9%-6.6pp |
| Annual return | -12.96% | -23.82%+10.9pp | -14.97%+2.0pp | -7.84%-5.1pp |
| Employer contribution / active EE | $2,188 | $2,693-18.7% | $4,232-48.3% | $2,596-15.7% |
| Participant deferral / active EE | $3,333 | $4,148-19.6% | $5,602-40.5% | $4,027-17.2% |
| Admin fee / account holder | $2,402 | $6,582-63.5% | $10,323-76.7% | $5,403-55.5% |