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 | $30,775 | $57,354-46.3% | $83,848-63.3% | $64,186-52.1% |
| Participation rate | 54.3% | 68.6%-14.3pp | 76.1%-21.9pp | 69.6%-15.3pp |
| Annual return | -8.22% | 11.38%-19.6pp | 850.88%-859.1pp | 7.63%-15.9pp |
| Employer contribution / active EE | $837 | $2,545-67.1% | $3,631-76.9% | $2,381-64.8% |
| Participant deferral / active EE | $2,649 | $2,993-11.5% | $4,082-35.1% | $3,470-23.6% |
| Admin fee / account holder | $2,218 | $4,046-45.2% | $5,478-59.5% | $4,888-54.6% |