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 | $50,490 | $77,813-35.1% | $123,544-59.1% | $64,186-21.3% |
| Participation rate | 38.5% | 74.7%-36.2pp | 82.3%-43.8pp | 69.6%-31.1pp |
| Annual return | -5.23% | 12.48%-17.7pp | 119.20%-124.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,180 | $3,014-60.9% | $4,628-74.5% | $2,381-50.5% |
| Participant deferral / active EE | $4,434 | $5,240-15.4% | $6,426-31.0% | $3,470+27.8% |
| Admin fee / account holder | $3,106 | $5,519-43.7% | $9,284-66.5% | $4,888-36.5% |