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 | $20,624 | $82,664-75.1% | $125,339-83.5% | $68,494-69.9% |
| Participation rate | 60.3% | 75.0%-14.7pp | 82.4%-22.1pp | 67.9%-7.6pp |
| Annual return | -10.45% | -5.97%-4.5pp | 572.05%-582.5pp | -7.84%-2.6pp |
| Employer contribution / active EE | $1,721 | $3,381-49.1% | $4,814-64.3% | $2,596-33.7% |
| Participant deferral / active EE | $4,478 | $6,110-26.7% | $7,446-39.9% | $4,027+11.2% |
| Admin fee / account holder | $1,445 | $6,275-77.0% | $10,010-85.6% | $5,403-73.3% |