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 | $42,358 | $97,757-56.7% | $83,848-49.5% | $135,375-68.7% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -5.92% | 1287.37%-1293.3pp | 850.88%-856.8pp | 519.73%-525.7pp |
| Employer contribution / active EE | $2,541 | $4,222-39.8% | $3,631-30.0% | $4,779-46.8% |
| Participant deferral / active EE | $4,623 | $4,682-1.3% | $4,082+13.3% | $5,609-17.6% |
| Admin fee / account holder | $8,237 | $6,674+23.4% | $5,478+50.4% | $10,827-23.9% |