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 | $51,541 | $57,354-10.1% | $83,848-38.5% | $64,186-19.7% |
| Participation rate | 59.0% | 68.6%-9.6pp | 76.1%-17.2pp | 69.6%-10.6pp |
| Annual return | -7.03% | 11.38%-18.4pp | 850.88%-857.9pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,300 | $2,545-48.9% | $3,631-64.2% | $2,381-45.4% |
| Participant deferral / active EE | $4,072 | $2,993+36.0% | $4,082-0.2% | $3,470+17.4% |
| Admin fee / account holder | $5,928 | $4,046+46.5% | $5,478+8.2% | $4,888+21.3% |