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 | $31,000 | $72,404-57.2% | $110,238-71.9% | $64,186-51.7% |
| Participation rate | 59.0% | 73.3%-14.3pp | 79.8%-20.8pp | 69.6%-10.5pp |
| Annual return | -6.97% | -6.29%-0.7pp | 314.74%-321.7pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,407 | $2,282-38.4% | $3,826-63.2% | $2,381-40.9% |
| Participant deferral / active EE | $3,834 | $3,469+10.5% | $4,672-17.9% | $3,470+10.5% |
| Admin fee / account holder | $1,510 | $5,664-73.3% | $8,547-82.3% | $4,888-69.1% |