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 | $43,382 | $91,538-52.6% | $129,995-66.6% | $75,163-42.3% |
| Participation rate | 66.0% | 71.4%-5.4pp | 78.5%-12.4pp | 67.2%-1.2pp |
| Annual return | 17.41% | -631.11%+648.5pp | -137.18%+154.6pp | 160.62%-143.2pp |
| Employer contribution / active EE | $884 | $2,845-68.9% | $4,320-79.5% | $2,670-66.9% |
| Participant deferral / active EE | $2,557 | $4,341-41.1% | $5,820-56.1% | $4,125-38.0% |
| Admin fee / account holder | $997 | $6,790-85.3% | $10,614-90.6% | $5,651-82.4% |