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 | $47,094 | $82,664-43.0% | $125,339-62.4% | $68,494-31.2% |
| Participation rate | 64.1% | 75.0%-10.9pp | 82.4%-18.3pp | 67.9%-3.8pp |
| Annual return | -17.68% | -5.97%-11.7pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,991 | $3,381-41.1% | $4,814-58.6% | $2,596-23.3% |
| Participant deferral / active EE | $5,576 | $6,110-8.7% | $7,446-25.1% | $4,027+38.5% |
| Admin fee / account holder | $850 | $6,275-86.5% | $10,010-91.5% | $5,403-84.3% |