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 | $101,344 | $133,958-24.3% | $112,228-9.7% | $134,475-24.6% |
| Participation rate | 68.8% | 78.6%-9.8pp | 75.1%-6.3pp | 81.2%-12.5pp |
| Annual return | -17.21% | 47.11%-64.3pp | 27.45%-44.7pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,664 | $4,038-34.0% | $3,635-26.7% | $4,740-43.8% |
| Participant deferral / active EE | $4,735 | $5,291-10.5% | $4,728+0.2% | $6,400-26.0% |
| Admin fee / account holder | $572 | $7,489-92.4% | $6,410-91.1% | $11,426-95.0% |