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 | $109,737 | $131,829-16.8% | $108,579+1.1% | $273,961-59.9% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 5.05% | -91.57%+96.6pp | -51.70%+56.7pp | 41.45%-36.4pp |
| Employer contribution / active EE | $903 | $4,912-81.6% | $3,758-76.0% | $4,869-81.4% |
| Participant deferral / active EE | $2,452 | $5,127-52.2% | $4,311-43.1% | $5,287-53.6% |
| Admin fee / account holder | $10,134 | $10,252-1.1% | $7,645+32.6% | $10,1320% |