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 | $28,692 | $91,538-68.7% | $129,995-77.9% | $75,163-61.8% |
| Participation rate | 52.9% | 71.4%-18.5pp | 78.5%-25.5pp | 67.2%-14.3pp |
| Annual return | 18.74% | -631.11%+649.8pp | -137.18%+155.9pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,936 | $2,845-32.0% | $4,320-55.2% | $2,670-27.5% |
| Participant deferral / active EE | $3,301 | $4,341-24.0% | $5,820-43.3% | $4,125-20.0% |
| Admin fee / account holder | $421 | $6,790-93.8% | $10,614-96.0% | $5,651-92.5% |