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 | $55,653 | $57,354-3.0% | $83,848-33.6% | $64,186-13.3% |
| Participation rate | 58.5% | 68.6%-10.1pp | 76.1%-17.6pp | 69.6%-11.0pp |
| Annual return | -7.58% | 11.38%-19.0pp | 850.88%-858.5pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,945 | $2,545-23.6% | $3,631-46.4% | $2,381-18.3% |
| Participant deferral / active EE | $3,005 | $2,993+0.4% | $4,082-26.4% | $3,470-13.4% |
| Admin fee / account holder | $1,554 | $4,046-61.6% | $5,478-71.6% | $4,888-68.2% |