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 | $20,062 | $82,664-75.7% | $125,339-84.0% | $68,494-70.7% |
| Participation rate | 58.0% | 75.0%-17.1pp | 82.4%-24.4pp | 67.9%-9.9pp |
| Annual return | -13.05% | -5.97%-7.1pp | 572.05%-585.1pp | -7.84%-5.2pp |
| Employer contribution / active EE | $1,445 | $3,381-57.2% | $4,814-70.0% | $2,596-44.3% |
| Participant deferral / active EE | $4,756 | $6,110-22.2% | $7,446-36.1% | $4,027+18.1% |
| Admin fee / account holder | $2,717 | $6,275-56.7% | $10,010-72.9% | $5,403-49.7% |