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 | $56,096 | $127,386-56.0% | $115,037-51.2% | $125,391-55.3% |
| Participation rate | 36.8% | 84.2%-47.3pp | 81.4%-44.5pp | 83.2%-46.3pp |
| Annual return | -2.64% | 31.28%-33.9pp | 26.14%-28.8pp | 282.22%-284.9pp |
| Employer contribution / active EE | $1,225 | $5,166-76.3% | $4,608-73.4% | $4,866-74.8% |
| Participant deferral / active EE | $4,120 | $6,423-35.9% | $6,026-31.6% | $5,352-23.0% |
| Admin fee / account holder | $5,664 | $9,516-40.5% | $8,175-30.7% | $9,540-40.6% |