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 | $47,418 | $95,971-50.6% | $74,550-36.4% | $135,375-65.0% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -5.99% | 56.96%-63.0pp | 32.53%-38.5pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,231 | $2,716-54.7% | $1,961-37.2% | $4,779-74.2% |
| Participant deferral / active EE | $2,548 | $3,843-33.7% | $3,108-18.0% | $5,609-54.6% |
| Admin fee / account holder | $305 | $6,522-95.3% | $5,060-94.0% | $10,827-97.2% |