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 | $54,405 | $85,790-36.6% | $67,313-19.2% | $135,375-59.8% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.1%-6.6pp | 82.6%-20.1pp |
| Annual return | -7.62% | -0.54%-7.1pp | -4.08%-3.5pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,203 | $3,487-65.5% | $2,566-53.1% | $4,779-74.8% |
| Participant deferral / active EE | $3,007 | $4,651-35.4% | $3,568-15.7% | $5,609-46.4% |
| Admin fee / account holder | $723 | $6,392-88.7% | $4,507-84.0% | $10,827-93.3% |