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 4-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 | $33,482 | $91,538-63.4% | $129,995-74.2% | $75,163-55.5% |
| Participation rate | 50.6% | 71.4%-20.8pp | 78.5%-27.9pp | 67.2%-16.6pp |
| Annual return | 26.82% | -631.11%+657.9pp | -137.18%+164.0pp | 160.62%-133.8pp |
| Employer contribution / active EE | $2,248 | $2,845-21.0% | $4,320-48.0% | $2,670-15.8% |
| Participant deferral / active EE | $4,008 | $4,341-7.7% | $5,820-31.1% | $4,125-2.8% |
| Admin fee / account holder | $539 | $6,790-92.1% | $10,614-94.9% | $5,651-90.5% |