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 | $40,173 | $91,538-56.1% | $129,995-69.1% | $75,163-46.6% |
| Participation rate | 58.1% | 71.4%-13.4pp | 78.5%-20.4pp | 67.2%-9.1pp |
| Annual return | 21.82% | -631.11%+652.9pp | -137.18%+159.0pp | 160.62%-138.8pp |
| Employer contribution / active EE | $1,584 | $2,845-44.3% | $4,320-63.3% | $2,670-40.7% |
| Participant deferral / active EE | $3,631 | $4,341-16.4% | $5,820-37.6% | $4,125-12.0% |
| Admin fee / account holder | $769 | $6,790-88.7% | $10,614-92.8% | $5,651-86.4% |