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 | $57,653 | $82,664-30.3% | $125,339-54.0% | $68,494-15.8% |
| Participation rate | 53.1% | 75.0%-21.9pp | 82.4%-29.2pp | 67.9%-14.8pp |
| Annual return | -15.80% | -5.97%-9.8pp | 572.05%-587.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,147 | $3,381-36.5% | $4,814-55.4% | $2,596-17.3% |
| Participant deferral / active EE | $5,520 | $6,110-9.7% | $7,446-25.9% | $4,027+37.1% |
| Admin fee / account holder | $9,093 | $6,275+44.9% | $10,010-9.2% | $5,403+68.3% |