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 | $133,722 | $133,958-0.2% | $112,228+19.2% | $134,475-0.6% |
| Participation rate | 30.8% | 78.6%-47.8pp | 75.1%-44.3pp | 81.2%-50.5pp |
| Annual return | -14.22% | 47.11%-61.3pp | 27.45%-41.7pp | 417.96%-432.2pp |
| Employer contribution / active EE | $1,692 | $4,038-58.1% | $3,635-53.5% | $4,740-64.3% |
| Participant deferral / active EE | $5,960 | $5,291+12.7% | $4,728+26.1% | $6,400-6.9% |
| Admin fee / account holder | $389 | $7,489-94.8% | $6,410-93.9% | $11,426-96.6% |