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 | $56,654 | $197,825-71.4% | $155,790-63.6% | $125,391-54.8% |
| Participation rate | 26.1% | 82.1%-56.0pp | 76.1%-50.0pp | 83.2%-57.1pp |
| Annual return | -0.62% | 86.74%-87.4pp | 71.54%-72.2pp | 282.22%-282.8pp |
| Employer contribution / active EE | $906 | $4,847-81.3% | $3,836-76.4% | $4,866-81.4% |
| Participant deferral / active EE | $1,813 | $5,630-67.8% | $4,797-62.2% | $5,352-66.1% |
| Admin fee / account holder | $2,061 | $9,545-78.4% | $7,478-72.4% | $9,540-78.4% |