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 | $46,216 | $95,971-51.8% | $74,550-38.0% | $135,375-65.9% |
| Participation rate | 16.7% | 75.7%-59.0pp | 69.1%-52.5pp | 82.6%-66.0pp |
| Annual return | -5.17% | 56.96%-62.1pp | 32.53%-37.7pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,001 | $2,716-63.1% | $1,961-48.9% | $4,779-79.0% |
| Participant deferral / active EE | $1,551 | $3,843-59.6% | $3,108-50.1% | $5,609-72.3% |
| Admin fee / account holder | $4,251 | $6,522-34.8% | $5,060-16.0% | $10,827-60.7% |