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 | $171,561 | $167,484+2.4% | $151,611+13.2% | $134,475+27.6% |
| Participation rate | 57.9% | 88.4%-30.5pp | 87.5%-29.6pp | 81.2%-23.3pp |
| Annual return | -13.90% | 7.80%-21.7pp | 3.33%-17.2pp | 417.96%-431.9pp |
| Employer contribution / active EE | $5,452 | $6,829-20.2% | $6,166-11.6% | $4,740+15.0% |
| Participant deferral / active EE | $9,885 | $8,986+10.0% | $8,363+18.2% | $6,400+54.5% |
| Admin fee / account holder | $793 | $13,783-94.2% | $11,616-93.2% | $11,426-93.1% |