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 | $102,595 | $82,664+24.1% | $125,339-18.1% | $68,494+49.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 82.4%-32.4pp | 67.9%-17.9pp |
| Annual return | -16.59% | -5.97%-10.6pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,597 | $3,381-52.8% | $4,814-66.8% | $2,596-38.5% |
| Participant deferral / active EE | $3,167 | $6,110-48.2% | $7,446-57.5% | $4,027-21.3% |
| Admin fee / account holder | $1,757 | $6,275-72.0% | $10,010-82.4% | $5,403-67.5% |