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 | $55,168 | $57,354-3.8% | $83,848-34.2% | $64,186-14.0% |
| Participation rate | 65.9% | 68.6%-2.8pp | 76.1%-10.3pp | 69.6%-3.7pp |
| Annual return | -7.16% | 11.38%-18.5pp | 850.88%-858.0pp | 7.63%-14.8pp |
| Employer contribution / active EE | $784 | $2,545-69.2% | $3,631-78.4% | $2,381-67.1% |
| Participant deferral / active EE | $3,350 | $2,993+11.9% | $4,082-17.9% | $3,470-3.5% |
| Admin fee / account holder | $2,687 | $4,046-33.6% | $5,478-51.0% | $4,888-45.0% |