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 | $56,640 | $142,344-60.2% | $119,609-52.6% | $134,475-57.9% |
| Participation rate | 37.5% | 82.8%-45.3pp | 79.3%-41.8pp | 81.2%-43.7pp |
| Annual return | -17.32% | -12.44%-4.9pp | -14.97%-2.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,728 | $5,222-66.9% | $4,232-59.2% | $4,740-63.5% |
| Participant deferral / active EE | $3,313 | $6,469-48.8% | $5,602-40.9% | $6,400-48.2% |
| Admin fee / account holder | $380 | $13,584-97.2% | $10,323-96.3% | $11,426-96.7% |