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 | $49,860 | $61,774-19.3% | $97,226-48.7% | $80,856-38.3% |
| Participation rate | 59.2% | 63.5%-4.3pp | 72.7%-13.5pp | 67.6%-8.5pp |
| Annual return | 14.81% | -557.90%+572.7pp | 75.13%-60.3pp | 35.59%-20.8pp |
| Employer contribution / active EE | $2,910 | $1,837+58.4% | $2,729+6.6% | $2,755+5.6% |
| Participant deferral / active EE | $6,560 | $3,029+116.6% | $4,264+53.9% | $4,296+52.7% |
| Admin fee / account holder | $40,783 | $5,166+689.4% | $5,654+621.4% | $6,918+489.5% |