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 | $179,327 | $71,883+149.5% | $86,677+106.9% | $68,494+161.8% |
| Participation rate | 64.1% | 72.2%-8.1pp | 76.6%-12.5pp | 67.9%-3.8pp |
| Annual return | -16.46% | 3.52%-20.0pp | 35.91%-52.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,432 | $2,173+11.9% | $2,836-14.2% | $2,596-6.3% |
| Participant deferral / active EE | $3,843 | $3,779+1.7% | $4,656-17.5% | $4,027-4.6% |
| Admin fee / account holder | $5,957 | $6,112-2.5% | $7,493-20.5% | $5,403+10.3% |