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 | $28,128 | $72,404-61.2% | $110,238-74.5% | $64,186-56.2% |
| Participation rate | 44.4% | 73.3%-28.9pp | 79.8%-35.4pp | 69.6%-25.1pp |
| Annual return | 2.97% | -6.29%+9.3pp | 314.74%-311.8pp | 7.63%-4.7pp |
| Employer contribution / active EE | $2,490 | $2,282+9.1% | $3,826-34.9% | $2,381+4.6% |
| Participant deferral / active EE | $4,154 | $3,469+19.7% | $4,672-11.1% | $3,470+19.7% |
| Admin fee / account holder | $8,916 | $5,664+57.4% | $8,547+4.3% | $4,888+82.4% |