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 | $28,680 | $91,911-68.8% | $68,793-58.3% | $135,375-78.8% |
| Participation rate | 33.3% | 76.7%-43.4pp | 72.2%-38.9pp | 82.6%-49.3pp |
| Annual return | -7.05% | -8.22%+1.2pp | -4.63%-2.4pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,689 | $3,924-57.0% | $2,625-35.7% | $4,779-64.7% |
| Participant deferral / active EE | $2,335 | $4,315-45.9% | $3,311-29.5% | $5,609-58.4% |
| Admin fee / account holder | $949 | $9,240-89.7% | $5,131-81.5% | $10,827-91.2% |