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 | $38,374 | $129,942-70.5% | $104,294-63.2% | $134,475-71.5% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | -11.40% | 42.03%-53.4pp | 24.61%-36.0pp | 417.96%-429.4pp |
| Employer contribution / active EE | $1,791 | $4,184-57.2% | $3,372-46.9% | $4,740-62.2% |
| Participant deferral / active EE | $3,203 | $5,588-42.7% | $4,625-30.8% | $6,400-50.0% |
| Admin fee / account holder | $4,056 | $9,323-56.5% | $7,339-44.7% | $11,426-64.5% |