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 | $50,449 | $85,790-41.2% | $67,313-25.1% | $135,375-62.7% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -7.10% | -0.54%-6.6pp | -4.08%-3.0pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,289 | $3,487-63.0% | $2,566-49.8% | $4,779-73.0% |
| Participant deferral / active EE | $2,815 | $4,651-39.5% | $3,568-21.1% | $5,609-49.8% |
| Admin fee / account holder | $10,685 | $6,392+67.1% | $4,507+137.1% | $10,827-1.3% |