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 | $34,970 | $57,354-39.0% | $83,848-58.3% | $64,186-45.5% |
| Participation rate | 42.0% | 68.6%-26.6pp | 76.1%-34.1pp | 69.6%-27.5pp |
| Annual return | -7.00% | 11.38%-18.4pp | 850.88%-857.9pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,320 | $2,545-48.1% | $3,631-63.6% | $2,381-44.5% |
| Participant deferral / active EE | $3,171 | $2,993+6.0% | $4,082-22.3% | $3,470-8.6% |
| Admin fee / account holder | $3,834 | $4,046-5.2% | $5,478-30.0% | $4,888-21.6% |