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 | $24,345 | $82,664-70.5% | $125,339-80.6% | $68,494-64.5% |
| Participation rate | 60.5% | 75.0%-14.6pp | 82.4%-21.9pp | 67.9%-7.4pp |
| Annual return | -18.67% | -5.97%-12.7pp | 572.05%-590.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $3,837 | $3,381+13.5% | $4,814-20.3% | $2,596+47.8% |
| Participant deferral / active EE | $3,310 | $6,110-45.8% | $7,446-55.5% | $4,027-17.8% |
| Admin fee / account holder | $3,298 | $6,275-47.5% | $10,010-67.1% | $5,403-39.0% |