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 | $118,442 | $158,817-25.4% | $121,196-2.3% | $135,375-12.5% |
| Participation rate | 68.8% | 79.3%-10.6pp | 71.7%-3.0pp | 82.6%-13.9pp |
| Annual return | -7.07% | -0.64%-6.4pp | 16.93%-24.0pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,108 | $5,665-80.4% | $4,022-72.4% | $4,779-76.8% |
| Participant deferral / active EE | $1,783 | $4,005-55.5% | $3,344-46.7% | $5,609-68.2% |
| Admin fee / account holder | $7,131 | $6,512+9.5% | $5,019+42.1% | $10,827-34.1% |