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 | $39,674 | $57,354-30.8% | $83,848-52.7% | $64,186-38.2% |
| Participation rate | 57.3% | 68.6%-11.3pp | 76.1%-18.8pp | 69.6%-12.3pp |
| Annual return | -5.11% | 11.38%-16.5pp | 850.88%-856.0pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,651 | $2,545+4.2% | $3,631-27.0% | $2,381+11.4% |
| Participant deferral / active EE | $4,608 | $2,993+54.0% | $4,082+12.9% | $3,470+32.8% |
| Admin fee / account holder | $2,620 | $4,046-35.3% | $5,478-52.2% | $4,888-46.4% |