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 | $38,381 | $57,354-33.1% | $83,848-54.2% | $64,186-40.2% |
| Participation rate | 56.5% | 68.6%-12.1pp | 76.1%-19.6pp | 69.6%-13.0pp |
| Annual return | -6.36% | 11.38%-17.7pp | 850.88%-857.2pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,712 | $2,545-32.7% | $3,631-52.9% | $2,381-28.1% |
| Participant deferral / active EE | $2,285 | $2,993-23.7% | $4,082-44.0% | $3,470-34.1% |
| Admin fee / account holder | $2,070 | $4,046-48.8% | $5,478-62.2% | $4,888-57.7% |