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 | $50,029 | $127,100-60.6% | $105,738-52.7% | $135,375-63.0% |
| Participation rate | 57.1% | 82.7%-25.6pp | 76.3%-19.2pp | 82.6%-25.5pp |
| Annual return | -7.27% | 4.49%-11.8pp | 6.27%-13.5pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,377 | $4,107-42.1% | $3,268-27.3% | $4,779-50.3% |
| Participant deferral / active EE | $3,395 | $5,064-33.0% | $4,080-16.8% | $5,609-39.5% |
| Admin fee / account holder | $3,451 | $9,087-62.0% | $6,913-50.1% | $10,827-68.1% |