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 | $49,116 | $105,860-53.6% | $90,749-45.9% | $134,475-63.5% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | -4.28% | -11.01%+6.7pp | -12.16%+7.9pp | 417.96%-422.2pp |
| Employer contribution / active EE | $2,009 | $3,462-42.0% | $2,921-31.2% | $4,740-57.6% |
| Participant deferral / active EE | $2,054 | $5,216-60.6% | $4,564-55.0% | $6,400-67.9% |
| Admin fee / account holder | $729 | $13,938-94.8% | $8,445-91.4% | $11,426-93.6% |