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 | $78,275 | $71,883+8.9% | $86,677-9.7% | $68,494+14.3% |
| Participation rate | 46.0% | 72.2%-26.3pp | 76.6%-30.6pp | 67.9%-21.9pp |
| Annual return | -15.96% | 3.52%-19.5pp | 35.91%-51.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,472 | $2,173-32.3% | $2,836-48.1% | $2,596-43.3% |
| Participant deferral / active EE | $2,573 | $3,779-31.9% | $4,656-44.7% | $4,027-36.1% |
| Admin fee / account holder | $4,548 | $6,112-25.6% | $7,493-39.3% | $5,403-15.8% |