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 | $49,030 | $95,971-48.9% | $74,550-34.2% | $135,375-63.8% |
| Participation rate | 60.9% | 75.7%-14.8pp | 69.1%-8.3pp | 82.6%-21.8pp |
| Annual return | -3.66% | 56.96%-60.6pp | 32.53%-36.2pp | 519.73%-523.4pp |
| Employer contribution / active EE | $1,091 | $2,716-59.8% | $1,961-44.4% | $4,779-77.2% |
| Participant deferral / active EE | $2,059 | $3,843-46.4% | $3,108-33.8% | $5,609-63.3% |
| Admin fee / account holder | $2,840 | $6,522-56.4% | $5,060-43.9% | $10,827-73.8% |