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 | $25,068 | $57,354-56.3% | $83,848-70.1% | $64,186-60.9% |
| Participation rate | 61.6% | 68.6%-7.0pp | 76.1%-14.5pp | 69.6%-7.9pp |
| Annual return | -5.68% | 11.38%-17.1pp | 850.88%-856.6pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,479 | $2,545-41.9% | $3,631-59.3% | $2,381-37.9% |
| Participant deferral / active EE | $1,253 | $2,993-58.1% | $4,082-69.3% | $3,470-63.9% |
| Admin fee / account holder | $2,607 | $4,046-35.5% | $5,478-52.4% | $4,888-46.7% |