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 | $29,444 | $82,664-64.4% | $125,339-76.5% | $68,494-57.0% |
| Participation rate | 65.5% | 75.0%-9.6pp | 82.4%-16.9pp | 67.9%-2.4pp |
| Annual return | -9.59% | -5.97%-3.6pp | 572.05%-581.6pp | -7.84%-1.7pp |
| Employer contribution / active EE | $2,331 | $3,381-31.1% | $4,814-51.6% | $2,596-10.2% |
| Participant deferral / active EE | $4,958 | $6,110-18.9% | $7,446-33.4% | $4,027+23.1% |
| Admin fee / account holder | $5,942 | $6,275-5.3% | $10,010-40.6% | $5,403+10.0% |