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 | $33,275 | $78,694-57.7% | $67,652-50.8% | $125,391-73.5% |
| Participation rate | 57.1% | 78.8%-21.7pp | 75.7%-18.5pp | 83.2%-26.0pp |
| Annual return | -0.35% | 9.46%-9.8pp | 6625.04%-6625.4pp | 282.22%-282.6pp |
| Employer contribution / active EE | $2,222 | $3,044-27.0% | $2,266-1.9% | $4,866-54.3% |
| Participant deferral / active EE | $4,413 | $4,292+2.8% | $3,560+24.0% | $5,352-17.5% |
| Admin fee / account holder | $1,629 | $7,403-78.0% | $4,821-66.2% | $9,540-82.9% |