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 | $35,229 | $91,538-61.5% | $129,995-72.9% | $75,163-53.1% |
| Participation rate | 60.9% | 71.4%-10.6pp | 78.5%-17.6pp | 67.2%-6.3pp |
| Annual return | 15.73% | -631.11%+646.8pp | -137.18%+152.9pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,517 | $2,845-46.7% | $4,320-64.9% | $2,670-43.2% |
| Participant deferral / active EE | $3,110 | $4,341-28.4% | $5,820-46.6% | $4,125-24.6% |
| Admin fee / account holder | $1,658 | $6,790-75.6% | $10,614-84.4% | $5,651-70.7% |