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 | $37,200 | $49,177-24.4% | $79,464-53.2% | $64,186-42.0% |
| Participation rate | 69.2% | 65.0%+4.2pp | 73.3%-4.1pp | 69.6%-0.3pp |
| Annual return | -6.63% | -1.16%-5.5pp | 718.14%-724.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,183 | $2,076+5.2% | $2,800-22.0% | $2,381-8.3% |
| Participant deferral / active EE | $1,186 | $2,821-58.0% | $3,704-68.0% | $3,470-65.8% |
| Admin fee / account holder | $1,473 | $3,839-61.6% | $5,113-71.2% | $4,888-69.9% |