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 | $24,408 | $57,354-57.4% | $83,848-70.9% | $64,186-62.0% |
| Participation rate | 62.7% | 68.6%-5.9pp | 76.1%-13.5pp | 69.6%-6.9pp |
| Annual return | -2.54% | 11.38%-13.9pp | 850.88%-853.4pp | 7.63%-10.2pp |
| Employer contribution / active EE | $1,778 | $2,545-30.2% | $3,631-51.0% | $2,381-25.3% |
| Participant deferral / active EE | $3,733 | $2,993+24.7% | $4,082-8.5% | $3,470+7.6% |
| Admin fee / account holder | $361 | $4,046-91.1% | $5,478-93.4% | $4,888-92.6% |