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 | $67,351 | $82,664-18.5% | $125,339-46.3% | $68,494-1.7% |
| Participation rate | 57.8% | 75.0%-17.3pp | 82.4%-24.6pp | 67.9%-10.1pp |
| Annual return | -17.54% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,672 | $3,381-50.6% | $4,814-65.3% | $2,596-35.6% |
| Participant deferral / active EE | $3,577 | $6,110-41.5% | $7,446-52.0% | $4,027-11.2% |
| Admin fee / account holder | $3,309 | $6,275-47.3% | $10,010-66.9% | $5,403-38.7% |