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 | $47,242 | $91,911-48.6% | $68,793-31.3% | $135,375-65.1% |
| Participation rate | 55.6% | 76.7%-21.2pp | 72.2%-16.7pp | 82.6%-27.1pp |
| Annual return | -8.86% | -8.22%-0.6pp | -4.63%-4.2pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,888 | $3,924-51.9% | $2,625-28.1% | $4,779-60.5% |
| Participant deferral / active EE | $6,429 | $4,315+49.0% | $3,311+94.2% | $5,609+14.6% |
| Admin fee / account holder | $3,411 | $9,240-63.1% | $5,131-33.5% | $10,827-68.5% |