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 | $23,186 | $91,911-74.8% | $68,793-66.3% | $135,375-82.9% |
| Participation rate | 63.6% | 76.7%-13.1pp | 72.2%-8.6pp | 82.6%-19.0pp |
| Annual return | -5.21% | -8.22%+3.0pp | -4.63%-0.6pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,349 | $3,924-65.6% | $2,625-48.6% | $4,779-71.8% |
| Participant deferral / active EE | $4,350 | $4,315+0.8% | $3,311+31.4% | $5,609-22.4% |
| Admin fee / account holder | $619 | $9,240-93.3% | $5,131-87.9% | $10,827-94.3% |