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 | $134,430 | $154,117-12.8% | $129,995+3.4% | $139,434-3.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 25.08% | 32.48%-7.4pp | -137.18%+162.3pp | 372.94%-347.9pp |
| Employer contribution / active EE | $1,182 | $5,289-77.7% | $4,320-72.6% | $4,751-75.1% |
| Participant deferral / active EE | $4,529 | $6,710-32.5% | $5,820-22.2% | $6,710-32.5% |
| Admin fee / account holder | $1,415 | $14,007-89.9% | $10,614-86.7% | $11,403-87.6% |