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 | $116,346 | $142,344-18.3% | $119,609-2.7% | $134,475-13.5% |
| Participation rate | 40.9% | 82.8%-41.9pp | 79.3%-38.4pp | 81.2%-40.3pp |
| Annual return | -17.06% | -12.44%-4.6pp | -14.97%-2.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,173 | $5,222-58.4% | $4,232-48.7% | $4,740-54.2% |
| Participant deferral / active EE | $2,480 | $6,469-61.7% | $5,602-55.7% | $6,400-61.3% |
| Admin fee / account holder | $948 | $13,584-93.0% | $10,323-90.8% | $11,426-91.7% |