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 | $113,750 | $64,707+75.8% | $112,228+1.4% | $68,494+66.1% |
| Participation rate | 66.0% | 67.2%-1.1pp | 75.1%-9.0pp | 67.9%-1.9pp |
| Annual return | -12.70% | -11.40%-1.3pp | 27.45%-40.2pp | -7.84%-4.9pp |
| Employer contribution / active EE | $1,795 | $2,746-34.6% | $3,635-50.6% | $2,596-30.9% |
| Participant deferral / active EE | $3,433 | $3,565-3.7% | $4,728-27.4% | $4,027-14.8% |
| Admin fee / account holder | $14,546 | $5,232+178.0% | $6,410+126.9% | $5,403+169.2% |