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 | $56,823 | $131,829-56.9% | $108,579-47.7% | $273,961-79.3% |
| Participation rate | 63.2% | 83.5%-20.3pp | 79.6%-16.4pp | 83.0%-19.9pp |
| Annual return | 2.34% | -91.57%+93.9pp | -51.70%+54.0pp | 41.45%-39.1pp |
| Employer contribution / active EE | $2,169 | $4,912-55.9% | $3,758-42.3% | $4,869-55.5% |
| Participant deferral / active EE | $3,484 | $5,127-32.0% | $4,311-19.2% | $5,287-34.1% |
| Admin fee / account holder | $526 | $10,252-94.9% | $7,645-93.1% | $10,132-94.8% |