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 | $32,367 | $82,664-60.8% | $125,339-74.2% | $68,494-52.7% |
| Participation rate | 56.1% | 75.0%-18.9pp | 82.4%-26.3pp | 67.9%-11.8pp |
| Annual return | -9.12% | -5.97%-3.2pp | 572.05%-581.2pp | -7.84%-1.3pp |
| Employer contribution / active EE | $1,169 | $3,381-65.4% | $4,814-75.7% | $2,596-55.0% |
| Participant deferral / active EE | $5,452 | $6,110-10.8% | $7,446-26.8% | $4,027+35.4% |
| Admin fee / account holder | $365 | $6,275-94.2% | $10,010-96.4% | $5,403-93.3% |