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 | $28,353 | $82,664-65.7% | $125,339-77.4% | $68,494-58.6% |
| Participation rate | 57.6% | 75.0%-17.4pp | 82.4%-24.7pp | 67.9%-10.3pp |
| Annual return | -8.53% | -5.97%-2.6pp | 572.05%-580.6pp | -7.84%-0.7pp |
| Employer contribution / active EE | $1,819 | $3,381-46.2% | $4,814-62.2% | $2,596-30.0% |
| Participant deferral / active EE | $4,046 | $6,110-33.8% | $7,446-45.7% | $4,027+0.5% |
| Admin fee / account holder | $4,396 | $6,275-30.0% | $10,010-56.1% | $5,403-18.6% |