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 | $113,948 | $87,540+30.2% | $75,781+50.4% | $125,391-9.1% |
| Participation rate | 62.5% | 80.2%-17.7pp | 75.8%-13.3pp | 83.2%-20.7pp |
| Annual return | -3.29% | 13.48%-16.8pp | 9.68%-13.0pp | 282.22%-285.5pp |
| Employer contribution / active EE | $3,094 | $3,930-21.3% | $3,323-6.9% | $4,866-36.4% |
| Participant deferral / active EE | $5,456 | $4,229+29.0% | $3,651+49.4% | $5,352+1.9% |
| Admin fee / account holder | $1,370 | $6,502-78.9% | $5,299-74.2% | $9,540-85.6% |