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 | $44,379 | $95,971-53.8% | $74,550-40.5% | $135,375-67.2% |
| Participation rate | 30.0% | 75.7%-45.7pp | 69.1%-39.1pp | 82.6%-52.6pp |
| Annual return | -6.51% | 56.96%-63.5pp | 32.53%-39.0pp | 519.73%-526.2pp |
| Employer contribution / active EE | $665 | $2,716-75.5% | $1,961-66.1% | $4,779-86.1% |
| Participant deferral / active EE | $2,137 | $3,843-44.4% | $3,108-31.2% | $5,609-61.9% |
| Admin fee / account holder | $7,295 | $6,522+11.9% | $5,060+44.2% | $10,827-32.6% |