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 | $48,334 | $127,386-62.1% | $115,037-58.0% | $125,391-61.5% |
| Participation rate | 57.1% | 84.2%-27.0pp | 81.4%-24.2pp | 83.2%-26.0pp |
| Annual return | -1.34% | 31.28%-32.6pp | 26.14%-27.5pp | 282.22%-283.6pp |
| Employer contribution / active EE | $1,638 | $5,166-68.3% | $4,608-64.5% | $4,866-66.3% |
| Participant deferral / active EE | $6,413 | $6,423-0.2% | $6,026+6.4% | $5,352+19.8% |
| Admin fee / account holder | $931 | $9,516-90.2% | $8,175-88.6% | $9,540-90.2% |