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 | $26,682 | $49,177-45.7% | $79,464-66.4% | $64,186-58.4% |
| Participation rate | 57.6% | 65.0%-7.5pp | 73.3%-15.8pp | 69.6%-12.0pp |
| Annual return | -5.99% | -1.16%-4.8pp | 718.14%-724.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,030 | $2,076-50.4% | $2,800-63.2% | $2,381-56.7% |
| Participant deferral / active EE | $1,345 | $2,821-52.3% | $3,704-63.7% | $3,470-61.2% |
| Admin fee / account holder | $2,041 | $3,839-46.8% | $5,113-60.1% | $4,888-58.2% |