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 | $72,303 | $113,935-36.5% | $94,224-23.3% | $125,391-42.3% |
| Participation rate | 50.0% | 82.9%-32.9pp | 78.8%-28.8pp | 83.2%-33.2pp |
| Annual return | -1.33% | 5.29%-6.6pp | 10.68%-12.0pp | 282.22%-283.5pp |
| Employer contribution / active EE | $2,304 | $4,727-51.3% | $3,587-35.8% | $4,866-52.7% |
| Participant deferral / active EE | $4,077 | $5,179-21.3% | $4,320-5.6% | $5,352-23.8% |
| Admin fee / account holder | $722 | $8,391-91.4% | $6,269-88.5% | $9,540-92.4% |