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 | $39,491 | $57,354-31.1% | $83,848-52.9% | $64,186-38.5% |
| Participation rate | 65.6% | 68.6%-3.0pp | 76.1%-10.5pp | 69.6%-3.9pp |
| Annual return | -4.83% | 11.38%-16.2pp | 850.88%-855.7pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,152 | $2,545-15.4% | $3,631-40.7% | $2,381-9.6% |
| Participant deferral / active EE | $3,189 | $2,993+6.5% | $4,082-21.9% | $3,470-8.1% |
| Admin fee / account holder | $2,019 | $4,046-50.1% | $5,478-63.1% | $4,888-58.7% |