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 | $103,080 | $76,000+35.6% | $154,107-33.1% | $64,186+60.6% |
| Participation rate | 68.8% | 70.4%-1.7pp | 83.0%-14.3pp | 69.6%-0.8pp |
| Annual return | -6.72% | 30.32%-37.0pp | 735.12%-741.8pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,246 | $3,351-33.0% | $5,298-57.6% | $2,381-5.7% |
| Participant deferral / active EE | $4,384 | $3,175+38.1% | $5,081-13.7% | $3,470+26.4% |
| Admin fee / account holder | $8,418 | $5,596+50.4% | $13,411-37.2% | $4,888+72.2% |