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 | $35,087 | $57,354-38.8% | $83,848-58.2% | $64,186-45.3% |
| Participation rate | 49.3% | 68.6%-19.3pp | 76.1%-26.8pp | 69.6%-20.3pp |
| Annual return | -8.16% | 11.38%-19.5pp | 850.88%-859.0pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,012 | $2,545-60.3% | $3,631-72.1% | $2,381-57.5% |
| Participant deferral / active EE | $1,483 | $2,993-50.4% | $4,082-63.7% | $3,470-57.2% |
| Admin fee / account holder | $5,970 | $4,046+47.6% | $5,478+9.0% | $4,888+22.1% |