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 | $57,829 | $138,065-58.1% | $123,544-53.2% | $135,375-57.3% |
| Participation rate | 53.3% | 84.7%-31.4pp | 82.3%-29.0pp | 82.6%-29.3pp |
| Annual return | -6.18% | 153.68%-159.9pp | 119.20%-125.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,096 | $5,151-78.7% | $4,628-76.3% | $4,779-77.1% |
| Participant deferral / active EE | $3,811 | $6,799-43.9% | $6,426-40.7% | $5,609-32.0% |
| Admin fee / account holder | $1,556 | $10,916-85.7% | $9,284-83.2% | $10,827-85.6% |