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 | $25,065 | $82,664-69.7% | $125,339-80.0% | $68,494-63.4% |
| Participation rate | 63.5% | 75.0%-11.5pp | 82.4%-18.9pp | 67.9%-4.4pp |
| Annual return | -19.07% | -5.97%-13.1pp | 572.05%-591.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,940 | $3,381-42.6% | $4,814-59.7% | $2,596-25.3% |
| Participant deferral / active EE | $3,679 | $6,110-39.8% | $7,446-50.6% | $4,027-8.7% |
| Admin fee / account holder | $1,473 | $6,275-76.5% | $10,010-85.3% | $5,403-72.7% |