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 | $158,544 | $142,344+11.4% | $119,609+32.6% | $134,475+17.9% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -16.37% | -12.44%-3.9pp | -14.97%-1.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,826 | $5,222-65.0% | $4,232-56.9% | $4,740-61.5% |
| Participant deferral / active EE | $4,502 | $6,469-30.4% | $5,602-19.6% | $6,400-29.7% |
| Admin fee / account holder | $6,314 | $13,584-53.5% | $10,323-38.8% | $11,426-44.7% |