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 | $21,895 | $57,354-61.8% | $83,848-73.9% | $64,186-65.9% |
| Participation rate | 67.2% | 68.6%-1.4pp | 76.1%-9.0pp | 69.6%-2.4pp |
| Annual return | -2.48% | 11.38%-13.9pp | 850.88%-853.4pp | 7.63%-10.1pp |
| Employer contribution / active EE | $1,526 | $2,545-40.0% | $3,631-58.0% | $2,381-35.9% |
| Participant deferral / active EE | $4,131 | $2,993+38.0% | $4,082+1.2% | $3,470+19.1% |
| Admin fee / account holder | $2,080 | $4,046-48.6% | $5,478-62.0% | $4,888-57.4% |