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 | $54,714 | $82,664-33.8% | $125,339-56.3% | $68,494-20.1% |
| Participation rate | 65.5% | 75.0%-9.5pp | 82.4%-16.9pp | 67.9%-2.4pp |
| Annual return | -18.52% | -5.97%-12.5pp | 572.05%-590.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,847 | $3,381-45.4% | $4,814-61.6% | $2,596-28.9% |
| Participant deferral / active EE | $9,489 | $6,110+55.3% | $7,446+27.4% | $4,027+135.6% |
| Admin fee / account holder | $3,123 | $6,275-50.2% | $10,010-68.8% | $5,403-42.2% |