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 | $43,665 | $91,538-52.3% | $129,995-66.4% | $75,163-41.9% |
| Participation rate | 52.1% | 71.4%-19.4pp | 78.5%-26.4pp | 67.2%-15.1pp |
| Annual return | 16.64% | -631.11%+647.7pp | -137.18%+153.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,588 | $2,845-44.2% | $4,320-63.2% | $2,670-40.5% |
| Participant deferral / active EE | $2,585 | $4,341-40.5% | $5,820-55.6% | $4,125-37.3% |
| Admin fee / account holder | $5,127 | $6,790-24.5% | $10,614-51.7% | $5,651-9.3% |