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 | $47,437 | $49,177-3.5% | $79,464-40.3% | $64,186-26.1% |
| Participation rate | 58.8% | 65.0%-6.2pp | 73.3%-14.5pp | 69.6%-10.7pp |
| Annual return | -5.32% | -1.16%-4.2pp | 718.14%-723.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,584 | $2,076-23.7% | $2,800-43.4% | $2,381-33.5% |
| Participant deferral / active EE | $1,664 | $2,821-41.0% | $3,704-55.1% | $3,470-52.0% |
| Admin fee / account holder | $6,882 | $3,839+79.3% | $5,113+34.6% | $4,888+40.8% |