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 | $28,339 | $133,958-78.8% | $112,228-74.7% | $134,475-78.9% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -16.38% | 47.11%-63.5pp | 27.45%-43.8pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,660 | $4,038-58.9% | $3,635-54.3% | $4,740-65.0% |
| Participant deferral / active EE | $2,402 | $5,291-54.6% | $4,728-49.2% | $6,400-62.5% |
| Admin fee / account holder | $10,744 | $7,489+43.5% | $6,410+67.6% | $11,426-6.0% |