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 | $53,334 | $57,354-7.0% | $83,848-36.4% | $64,186-16.9% |
| Participation rate | 60.7% | 68.6%-7.9pp | 76.1%-15.4pp | 69.6%-8.9pp |
| Annual return | -7.63% | 11.38%-19.0pp | 850.88%-858.5pp | 7.63%-15.3pp |
| Employer contribution / active EE | $5,213 | $2,545+104.8% | $3,631+43.6% | $2,381+119.0% |
| Participant deferral / active EE | $7,788 | $2,993+160.2% | $4,082+90.8% | $3,470+124.5% |
| Admin fee / account holder | $2,622 | $4,046-35.2% | $5,478-52.1% | $4,888-46.4% |