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 | $36,011 | $113,935-68.4% | $94,224-61.8% | $125,391-71.3% |
| Participation rate | 63.6% | 82.9%-19.3pp | 78.8%-15.1pp | 83.2%-19.6pp |
| Annual return | -1.01% | 5.29%-6.3pp | 10.68%-11.7pp | 282.22%-283.2pp |
| Employer contribution / active EE | $1,598 | $4,727-66.2% | $3,587-55.4% | $4,866-67.2% |
| Participant deferral / active EE | $2,738 | $5,179-47.1% | $4,320-36.6% | $5,352-48.8% |
| Admin fee / account holder | $4,013 | $8,391-52.2% | $6,269-36.0% | $9,540-57.9% |