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 | $57,492 | $92,222-37.7% | $76,768-25.1% | $135,375-57.5% |
| Participation rate | 61.5% | 79.8%-18.2pp | 77.0%-15.4pp | 82.6%-21.1pp |
| Annual return | -7.64% | 5.46%-13.1pp | 2.43%-10.1pp | 519.73%-527.4pp |
| Employer contribution / active EE | $2,055 | $3,216-36.1% | $2,485-17.3% | $4,779-57.0% |
| Participant deferral / active EE | $5,543 | $4,509+22.9% | $3,852+43.9% | $5,609-1.2% |
| Admin fee / account holder | $4,246 | $10,748-60.5% | $6,675-36.4% | $10,827-60.8% |