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 | $95,096 | $97,044-2.0% | $83,333+14.1% | $135,375-29.8% |
| Participation rate | 59.1% | 80.4%-21.3pp | 77.8%-18.7pp | 82.6%-23.5pp |
| Annual return | -6.20% | 12.31%-18.5pp | 10.63%-16.8pp | 519.73%-525.9pp |
| Employer contribution / active EE | $2,439 | $4,143-41.1% | $3,379-27.8% | $4,779-49.0% |
| Participant deferral / active EE | $7,246 | $5,964+21.5% | $5,565+30.2% | $5,609+29.2% |
| Admin fee / account holder | $6,787 | $8,380-19.0% | $7,510-9.6% | $10,827-37.3% |