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 | $69,256 | $149,333-53.6% | $106,387-34.9% | $135,375-48.8% |
| Participation rate | 50.0% | 81.5%-31.5pp | 77.5%-27.5pp | 82.6%-32.6pp |
| Annual return | -9.08% | 0.52%-9.6pp | 0.25%-9.3pp | 519.73%-528.8pp |
| Employer contribution / active EE | $923 | $4,984-81.5% | $3,520-73.8% | $4,779-80.7% |
| Participant deferral / active EE | $3,263 | $7,230-54.9% | $5,421-39.8% | $5,609-41.8% |
| Admin fee / account holder | $1,810 | $15,952-88.7% | $7,510-75.9% | $10,827-83.3% |