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 | $61,330 | $99,032-38.1% | $80,019-23.4% | $135,375-54.7% |
| Participation rate | 68.8% | 78.4%-9.6pp | 75.8%-7.1pp | 82.6%-13.9pp |
| Annual return | -8.31% | 15.39%-23.7pp | 11.22%-19.5pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,968 | $3,043-35.3% | $2,468-20.2% | $4,779-58.8% |
| Participant deferral / active EE | $2,893 | $4,282-32.4% | $3,686-21.5% | $5,609-48.4% |
| Admin fee / account holder | $305 | $10,436-97.1% | $6,521-95.3% | $10,827-97.2% |