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 | $64,100 | $175,600-63.5% | $129,110-50.4% | $134,475-52.3% |
| Participation rate | 66.7% | 81.6%-14.9pp | 77.3%-10.6pp | 81.2%-14.6pp |
| Annual return | -13.66% | -11.39%-2.3pp | -10.94%-2.7pp | 417.96%-431.6pp |
| Employer contribution / active EE | $2,595 | $6,355-59.2% | $5,052-48.6% | $4,740-45.2% |
| Participant deferral / active EE | $3,774 | $7,975-52.7% | $6,542-42.3% | $6,400-41.0% |
| Admin fee / account holder | $691 | $23,567-97.1% | $14,302-95.2% | $11,426-94.0% |