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 | $32,655 | $57,354-43.1% | $83,848-61.1% | $64,186-49.1% |
| Participation rate | 56.9% | 68.6%-11.7pp | 76.1%-19.3pp | 69.6%-12.7pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,408 | $2,545-44.7% | $3,631-61.2% | $2,381-40.9% |
| Participant deferral / active EE | $2,212 | $2,993-26.1% | $4,082-45.8% | $3,470-36.3% |
| Admin fee / account holder | $1,309 | $4,046-67.6% | $5,478-76.1% | $4,888-73.2% |