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 | $69,990 | $158,817-55.9% | $121,196-42.3% | $135,375-48.3% |
| Participation rate | 66.7% | 79.3%-12.6pp | 71.7%-5.1pp | 82.6%-16.0pp |
| Annual return | -2.78% | -0.64%-2.1pp | 16.93%-19.7pp | 519.73%-522.5pp |
| Employer contribution / active EE | $1,042 | $5,665-81.6% | $4,022-74.1% | $4,779-78.2% |
| Participant deferral / active EE | $2,806 | $4,005-29.9% | $3,344-16.1% | $5,609-50.0% |
| Admin fee / account holder | $2,880 | $6,512-55.8% | $5,019-42.6% | $10,827-73.4% |