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 | $128,586 | $140,588-8.5% | $123,104+4.5% | $125,391+2.5% |
| Participation rate | 37.5% | 88.2%-50.7pp | 86.8%-49.3pp | 83.2%-45.7pp |
| Annual return | -1.72% | 16.80%-18.5pp | 13.22%-14.9pp | 282.22%-283.9pp |
| Employer contribution / active EE | $1,364 | $6,041-77.4% | $5,151-73.5% | $4,866-72.0% |
| Participant deferral / active EE | $4,673 | $6,980-33.1% | $6,230-25.0% | $5,352-12.7% |
| Admin fee / account holder | $730 | $11,198-93.5% | $9,015-91.9% | $9,540-92.3% |