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 | $49,449 | $133,958-63.1% | $112,228-55.9% | $134,475-63.2% |
| Participation rate | 69.6% | 78.6%-9.0pp | 75.1%-5.5pp | 81.2%-11.7pp |
| Annual return | -13.85% | 47.11%-61.0pp | 27.45%-41.3pp | 417.96%-431.8pp |
| Employer contribution / active EE | $1,454 | $4,038-64.0% | $3,635-60.0% | $4,740-69.3% |
| Participant deferral / active EE | $2,870 | $5,291-45.8% | $4,728-39.3% | $6,400-55.2% |
| Admin fee / account holder | $22,742 | $7,489+203.7% | $6,410+254.8% | $11,426+99.0% |