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 | $40,307 | $82,664-51.2% | $125,339-67.8% | $68,494-41.2% |
| Participation rate | 67.3% | 75.0%-7.7pp | 82.4%-15.0pp | 67.9%-0.5pp |
| Annual return | -18.41% | -5.97%-12.4pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,700 | $3,381-49.7% | $4,814-64.7% | $2,596-34.5% |
| Participant deferral / active EE | $4,613 | $6,110-24.5% | $7,446-38.0% | $4,027+14.6% |
| Admin fee / account holder | $685 | $6,275-89.1% | $10,010-93.2% | $5,403-87.3% |