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 | $114,990 | $133,958-14.2% | $112,228+2.5% | $134,475-14.5% |
| Participation rate | 44.4% | 78.6%-34.1pp | 75.1%-30.6pp | 81.2%-36.8pp |
| Annual return | -19.13% | 47.11%-66.2pp | 27.45%-46.6pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,306 | $4,038-67.7% | $3,635-64.1% | $4,740-72.5% |
| Participant deferral / active EE | $2,618 | $5,291-50.5% | $4,728-44.6% | $6,400-59.1% |
| Admin fee / account holder | $1,878 | $7,489-74.9% | $6,410-70.7% | $11,426-83.6% |