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 | $27,570 | $76,000-63.7% | $154,107-82.1% | $64,186-57.0% |
| Participation rate | 58.3% | 70.4%-12.1pp | 83.0%-24.7pp | 69.6%-11.2pp |
| Annual return | -6.93% | 30.32%-37.3pp | 735.12%-742.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,626 | $3,351-51.5% | $5,298-69.3% | $2,381-31.7% |
| Participant deferral / active EE | $2,805 | $3,175-11.6% | $5,081-44.8% | $3,470-19.1% |
| Admin fee / account holder | $1,061 | $5,596-81.0% | $13,411-92.1% | $4,888-78.3% |