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 | $33,480 | $57,354-41.6% | $83,848-60.1% | $64,186-47.8% |
| Participation rate | 67.3% | 68.6%-1.3pp | 76.1%-8.8pp | 69.6%-2.2pp |
| Annual return | -5.93% | 11.38%-17.3pp | 850.88%-856.8pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,081 | $2,545-57.5% | $3,631-70.2% | $2,381-54.6% |
| Participant deferral / active EE | $1,631 | $2,993-45.5% | $4,082-60.0% | $3,470-53.0% |
| Admin fee / account holder | $1,907 | $4,046-52.9% | $5,478-65.2% | $4,888-61.0% |