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 | $80,965 | $167,307-51.6% | $143,757-43.7% | $134,475-39.8% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -19.59% | 0.46%-20.0pp | -0.04%-19.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,922 | $5,619-65.8% | $4,951-61.2% | $4,740-59.5% |
| Participant deferral / active EE | $4,312 | $6,446-33.1% | $5,637-23.5% | $6,400-32.6% |
| Admin fee / account holder | $2,761 | $18,088-84.7% | $14,673-81.2% | $11,426-75.8% |