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 | $63,262 | $57,354+10.3% | $83,848-24.6% | $64,186-1.4% |
| Participation rate | 40.8% | 68.6%-27.8pp | 76.1%-35.3pp | 69.6%-28.8pp |
| Annual return | -7.01% | 11.38%-18.4pp | 850.88%-857.9pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,360 | $2,545-46.6% | $3,631-62.6% | $2,381-42.9% |
| Participant deferral / active EE | $2,888 | $2,993-3.5% | $4,082-29.2% | $3,470-16.8% |
| Admin fee / account holder | $898 | $4,046-77.8% | $5,478-83.6% | $4,888-81.6% |