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 | $21,450 | $138,065-84.5% | $123,544-82.6% | $135,375-84.2% |
| Participation rate | 22.2% | 84.7%-62.5pp | 82.3%-60.1pp | 82.6%-60.4pp |
| Annual return | -1.55% | 153.68%-155.2pp | 119.20%-120.8pp | 519.73%-521.3pp |
| Employer contribution / active EE | $3,134 | $5,151-39.2% | $4,628-32.3% | $4,779-34.4% |
| Participant deferral / active EE | $5,745 | $6,799-15.5% | $6,426-10.6% | $5,609+2.4% |
| Admin fee / account holder | $14,741 | $10,916+35.0% | $9,284+58.8% | $10,827+36.1% |