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 | $29,631 | $57,354-48.3% | $83,848-64.7% | $64,186-53.8% |
| Participation rate | 57.4% | 68.6%-11.2pp | 76.1%-18.7pp | 69.6%-12.1pp |
| Annual return | -6.06% | 11.38%-17.4pp | 850.88%-856.9pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,453 | $2,545-42.9% | $3,631-60.0% | $2,381-39.0% |
| Participant deferral / active EE | $2,740 | $2,993-8.4% | $4,082-32.9% | $3,470-21.0% |
| Admin fee / account holder | $2,449 | $4,046-39.5% | $5,478-55.3% | $4,888-49.9% |