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 | $111,559 | $56,357+98.0% | $104,294+7.0% | $68,494+62.9% |
| Participation rate | 29.2% | 63.3%-34.1pp | 73.3%-44.1pp | 67.9%-38.7pp |
| Annual return | -6.48% | -9.19%+2.7pp | 24.61%-31.1pp | -7.84%+1.4pp |
| Employer contribution / active EE | $1,116 | $1,960-43.1% | $3,372-66.9% | $2,596-57.0% |
| Participant deferral / active EE | $2,565 | $3,077-16.6% | $4,625-44.5% | $4,027-36.3% |
| Admin fee / account holder | $13,345 | $4,903+172.2% | $7,339+81.8% | $5,403+147.0% |