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 | $92,667 | $133,958-30.8% | $112,228-17.4% | $134,475-31.1% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -9.60% | 47.11%-56.7pp | 27.45%-37.0pp | 417.96%-427.6pp |
| Employer contribution / active EE | $1,874 | $4,038-53.6% | $3,635-48.4% | $4,740-60.5% |
| Participant deferral / active EE | $3,940 | $5,291-25.5% | $4,728-16.7% | $6,400-38.4% |
| Admin fee / account holder | $5,588 | $7,489-25.4% | $6,410-12.8% | $11,426-51.1% |