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 | $101,386 | $131,829-23.1% | $108,579-6.6% | $273,961-63.0% |
| Participation rate | 63.6% | 83.5%-19.8pp | 79.6%-15.9pp | 83.0%-19.4pp |
| Annual return | 11.04% | -91.57%+102.6pp | -51.70%+62.7pp | 41.45%-30.4pp |
| Employer contribution / active EE | $2,615 | $4,912-46.8% | $3,758-30.4% | $4,869-46.3% |
| Participant deferral / active EE | $7,362 | $5,127+43.6% | $4,311+70.8% | $5,287+39.2% |
| Admin fee / account holder | $15,454 | $10,252+50.7% | $7,645+102.1% | $10,132+52.5% |