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 | $37,609 | $95,862-60.8% | $79,550-52.7% | $134,475-72.0% |
| Participation rate | 34.8% | 75.0%-40.3pp | 69.5%-34.7pp | 81.2%-46.4pp |
| Annual return | -15.06% | -2.69%-12.4pp | 0.16%-15.2pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,293 | $3,128-58.7% | $2,413-46.4% | $4,740-72.7% |
| Participant deferral / active EE | $2,767 | $4,693-41.0% | $3,985-30.6% | $6,400-56.8% |
| Admin fee / account holder | $6,689 | $9,126-26.7% | $6,832-2.1% | $11,426-41.5% |