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 | $47,355 | $138,065-65.7% | $123,544-61.7% | $135,375-65.0% |
| Participation rate | 40.0% | 84.7%-44.7pp | 82.3%-42.3pp | 82.6%-42.6pp |
| Annual return | 0.25% | 153.68%-153.4pp | 119.20%-118.9pp | 519.73%-519.5pp |
| Employer contribution / active EE | $8,486 | $5,151+64.7% | $4,628+83.4% | $4,779+77.6% |
| Participant deferral / active EE | $6,300 | $6,799-7.3% | $6,426-2.0% | $5,609+12.3% |
| Admin fee / account holder | $4,990 | $10,916-54.3% | $9,284-46.2% | $10,827-53.9% |