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 | $49,485 | $72,404-31.7% | $110,238-55.1% | $64,186-22.9% |
| Participation rate | 69.6% | 73.3%-3.7pp | 79.8%-10.2pp | 69.6%+0.1pp |
| Annual return | -5.11% | -6.29%+1.2pp | 314.74%-319.8pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,264 | $2,282-0.8% | $3,826-40.8% | $2,381-4.9% |
| Participant deferral / active EE | $5,243 | $3,469+51.1% | $4,672+12.2% | $3,470+51.1% |
| Admin fee / account holder | $4,505 | $5,664-20.5% | $8,547-47.3% | $4,888-7.8% |