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 | $35,876 | $77,813-53.9% | $123,544-71.0% | $64,186-44.1% |
| Participation rate | 57.6% | 74.7%-17.1pp | 82.3%-24.7pp | 69.6%-12.0pp |
| Annual return | -3.55% | 12.48%-16.0pp | 119.20%-122.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $2,838 | $3,014-5.8% | $4,628-38.7% | $2,381+19.2% |
| Participant deferral / active EE | $4,975 | $5,240-5.1% | $6,426-22.6% | $3,470+43.4% |
| Admin fee / account holder | $1,334 | $5,519-75.8% | $9,284-85.6% | $4,888-72.7% |