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 | $160,486 | $142,344+12.7% | $119,609+34.2% | $134,475+19.3% |
| Participation rate | 63.6% | 82.8%-19.2pp | 79.3%-15.6pp | 81.2%-17.6pp |
| Annual return | -9.29% | -12.44%+3.1pp | -14.97%+5.7pp | 417.96%-427.3pp |
| Employer contribution / active EE | $3,241 | $5,222-37.9% | $4,232-23.4% | $4,740-31.6% |
| Participant deferral / active EE | $3,717 | $6,469-42.5% | $5,602-33.7% | $6,400-41.9% |
| Admin fee / account holder | $1,370 | $13,584-89.9% | $10,323-86.7% | $11,426-88.0% |