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 | $45,933 | $57,354-19.9% | $83,848-45.2% | $64,186-28.4% |
| Participation rate | 36.8% | 68.6%-31.8pp | 76.1%-39.4pp | 69.6%-32.8pp |
| Annual return | -4.25% | 11.38%-15.6pp | 850.88%-855.1pp | 7.63%-11.9pp |
| Employer contribution / active EE | $823 | $2,545-67.7% | $3,631-77.3% | $2,381-65.4% |
| Participant deferral / active EE | $2,013 | $2,993-32.8% | $4,082-50.7% | $3,470-42.0% |
| Admin fee / account holder | $8,594 | $4,046+112.4% | $5,478+56.9% | $4,888+75.8% |