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 | $162,417 | $56,357+188.2% | $104,294+55.7% | $68,494+137.1% |
| Participation rate | 34.3% | 63.3%-29.0pp | 73.3%-39.0pp | 67.9%-33.6pp |
| Annual return | -11.82% | -9.19%-2.6pp | 24.61%-36.4pp | -7.84%-4.0pp |
| Employer contribution / active EE | $1,441 | $1,960-26.5% | $3,372-57.3% | $2,596-44.5% |
| Participant deferral / active EE | $2,665 | $3,077-13.4% | $4,625-42.4% | $4,027-33.8% |
| Admin fee / account holder | $3,198 | $4,903-34.8% | $7,339-56.4% | $5,403-40.8% |