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 | $28,882 | $45,152-36.0% | $73,843-60.9% | $59,632-51.6% |
| Participation rate | 52.0% | 64.0%-12.0pp | 73.4%-21.4pp | 68.7%-16.7pp |
| Annual return | -1.80% | 27.40%-29.2pp | 2267.84%-2269.6pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $2,433 | $1,902+28.0% | $2,787-12.7% | $2,203+10.5% |
| Participant deferral / active EE | $3,461 | $2,574+34.5% | $3,583-3.4% | $3,192+8.4% |
| Admin fee / account holder | $2,828 | $3,516-19.6% | $4,880-42.0% | $4,297-34.2% |