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 | $64,683 | $91,538-29.3% | $129,995-50.2% | $75,163-13.9% |
| Participation rate | 35.9% | 71.4%-35.5pp | 78.5%-42.5pp | 67.2%-31.3pp |
| Annual return | 18.18% | -631.11%+649.3pp | -137.18%+155.4pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,311 | $2,845-53.9% | $4,320-69.6% | $2,670-50.9% |
| Participant deferral / active EE | $2,952 | $4,341-32.0% | $5,820-49.3% | $4,125-28.4% |
| Admin fee / account holder | $1,186 | $6,790-82.5% | $10,614-88.8% | $5,651-79.0% |