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 | $51,278 | $91,538-44.0% | $129,995-60.6% | $75,163-31.8% |
| Participation rate | 38.7% | 71.4%-32.7pp | 78.5%-39.8pp | 67.2%-28.5pp |
| Annual return | 16.22% | -631.11%+647.3pp | -137.18%+153.4pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,462 | $2,845-48.6% | $4,320-66.1% | $2,670-45.2% |
| Participant deferral / active EE | $4,496 | $4,341+3.6% | $5,820-22.8% | $4,125+9.0% |
| Admin fee / account holder | $1,011 | $6,790-85.1% | $10,614-90.5% | $5,651-82.1% |