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 | $109,709 | $142,344-22.9% | $119,609-8.3% | $134,475-18.4% |
| Participation rate | 69.2% | 82.8%-13.6pp | 79.3%-10.0pp | 81.2%-12.0pp |
| Annual return | -10.96% | -12.44%+1.5pp | -14.97%+4.0pp | 417.96%-428.9pp |
| Employer contribution / active EE | $1,944 | $5,222-62.8% | $4,232-54.1% | $4,740-59.0% |
| Participant deferral / active EE | $2,449 | $6,469-62.1% | $5,602-56.3% | $6,400-61.7% |
| Admin fee / account holder | $37,432 | $13,584+175.6% | $10,323+262.6% | $11,426+227.6% |