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 | $82,853 | $133,958-38.2% | $112,228-26.2% | $134,475-38.4% |
| Participation rate | 41.2% | 78.6%-37.4pp | 75.1%-33.9pp | 81.2%-40.0pp |
| Annual return | -15.00% | 47.11%-62.1pp | 27.45%-42.5pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,062 | $4,038-73.7% | $3,635-70.8% | $4,740-77.6% |
| Participant deferral / active EE | $4,003 | $5,291-24.3% | $4,728-15.3% | $6,400-37.4% |
| Admin fee / account holder | $816 | $7,489-89.1% | $6,410-87.3% | $11,426-92.9% |