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 | $96,168 | $127,100-24.3% | $105,738-9.1% | $135,375-29.0% |
| Participation rate | 23.8% | 82.7%-58.9pp | 76.3%-52.5pp | 82.6%-58.8pp |
| Annual return | -0.18% | 4.49%-4.7pp | 6.27%-6.4pp | 519.73%-519.9pp |
| Employer contribution / active EE | $2,325 | $4,107-43.4% | $3,268-28.9% | $4,779-51.4% |
| Participant deferral / active EE | $4,959 | $5,064-2.1% | $4,080+21.6% | $5,609-11.6% |
| Admin fee / account holder | $930 | $9,087-89.8% | $6,913-86.5% | $10,827-91.4% |