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 | $39,365 | $97,044-59.4% | $83,333-52.8% | $135,375-70.9% |
| Participation rate | 46.7% | 80.4%-33.7pp | 77.8%-31.1pp | 82.6%-36.0pp |
| Annual return | -0.32% | 12.31%-12.6pp | 10.63%-11.0pp | 519.73%-520.1pp |
| Employer contribution / active EE | $1,415 | $4,143-65.9% | $3,379-58.1% | $4,779-70.4% |
| Participant deferral / active EE | $4,214 | $5,964-29.3% | $5,565-24.3% | $5,609-24.9% |
| Admin fee / account holder | $494 | $8,380-94.1% | $7,510-93.4% | $10,827-95.4% |