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 | $60,546 | $86,699-30.2% | $73,307-17.4% | $125,391-51.7% |
| Participation rate | 53.3% | 78.6%-25.3pp | 74.9%-21.6pp | 83.2%-29.9pp |
| Annual return | -0.34% | 2.78%-3.1pp | 5.67%-6.0pp | 282.22%-282.6pp |
| Employer contribution / active EE | $2,107 | $4,152-49.3% | $3,237-34.9% | $4,866-56.7% |
| Participant deferral / active EE | $4,241 | $5,550-23.6% | $4,991-15.0% | $5,352-20.7% |
| Admin fee / account holder | $12,084 | $7,771+55.5% | $5,637+114.4% | $9,540+26.7% |