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 | $82,540 | $87,540-5.7% | $75,781+8.9% | $125,391-34.2% |
| Participation rate | 50.0% | 80.2%-30.2pp | 75.8%-25.8pp | 83.2%-33.2pp |
| Annual return | -3.27% | 13.48%-16.8pp | 9.68%-13.0pp | 282.22%-285.5pp |
| Employer contribution / active EE | $1,341 | $3,930-65.9% | $3,323-59.6% | $4,866-72.4% |
| Participant deferral / active EE | $3,236 | $4,229-23.5% | $3,651-11.4% | $5,352-39.5% |
| Admin fee / account holder | $9,157 | $6,502+40.8% | $5,299+72.8% | $9,540-4.0% |