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 | $53,980 | $82,664-34.7% | $125,339-56.9% | $68,494-21.2% |
| Participation rate | 66.1% | 75.0%-8.9pp | 82.4%-16.2pp | 67.9%-1.8pp |
| Annual return | -18.33% | -5.97%-12.4pp | 572.05%-590.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,576 | $3,381-23.8% | $4,814-46.5% | $2,596-0.8% |
| Participant deferral / active EE | $4,849 | $6,110-20.6% | $7,446-34.9% | $4,027+20.4% |
| Admin fee / account holder | $567 | $6,275-91.0% | $10,010-94.3% | $5,403-89.5% |