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 | $27,030 | $167,484-83.9% | $151,611-82.2% | $134,475-79.9% |
| Participation rate | 53.8% | 88.4%-34.5pp | 87.5%-33.6pp | 81.2%-27.4pp |
| Annual return | -19.78% | 7.80%-27.6pp | 3.33%-23.1pp | 417.96%-437.7pp |
| Employer contribution / active EE | $2,907 | $6,829-57.4% | $6,166-52.9% | $4,740-38.7% |
| Participant deferral / active EE | $6,429 | $8,986-28.5% | $8,363-23.1% | $6,400+0.5% |
| Admin fee / account holder | $2,499 | $13,783-81.9% | $11,616-78.5% | $11,426-78.1% |