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 | $59,388 | $82,664-28.2% | $125,339-52.6% | $68,494-13.3% |
| Participation rate | 64.4% | 75.0%-10.7pp | 82.4%-18.0pp | 67.9%-3.5pp |
| Annual return | -14.02% | -5.97%-8.1pp | 572.05%-586.1pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,888 | $3,381-44.2% | $4,814-60.8% | $2,596-27.3% |
| Participant deferral / active EE | $3,341 | $6,110-45.3% | $7,446-55.1% | $4,027-17.0% |
| Admin fee / account holder | $2,124 | $6,275-66.2% | $10,010-78.8% | $5,403-60.7% |