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 | $72,580 | $46,745+55.3% | $60,547+19.9% | $52,331+38.7% |
| Participation rate | 40.2% | 58.6%-18.4pp | 68.0%-27.8pp | 68.1%-27.9pp |
| Annual return | -0.91% | 0.61%-1.5pp | 335.64%-336.6pp | 4.54%-5.5pp |
| Employer contribution / active EE | $1,493 | $1,259+18.6% | $2,419-38.3% | $1,882-20.7% |
| Participant deferral / active EE | $2,457 | $2,145+14.5% | $3,328-26.2% | $3,022-18.7% |
| Admin fee / account holder | $5,744 | $537+969.9% | $4,536+26.6% | $592+870.9% |