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 | $30,413 | $57,354-47.0% | $83,848-63.7% | $64,186-52.6% |
| Participation rate | 37.0% | 68.6%-31.6pp | 76.1%-39.1pp | 69.6%-32.5pp |
| Annual return | -2.63% | 11.38%-14.0pp | 850.88%-853.5pp | 7.63%-10.3pp |
| Employer contribution / active EE | $1,556 | $2,545-38.9% | $3,631-57.1% | $2,381-34.6% |
| Participant deferral / active EE | $2,376 | $2,993-20.6% | $4,082-41.8% | $3,470-31.5% |
| Admin fee / account holder | $887 | $4,046-78.1% | $5,478-83.8% | $4,888-81.8% |