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 | $36,834 | $57,354-35.8% | $83,848-56.1% | $64,186-42.6% |
| Participation rate | 34.1% | 68.6%-34.5pp | 76.1%-42.1pp | 69.6%-35.5pp |
| Annual return | -6.39% | 11.38%-17.8pp | 850.88%-857.3pp | 7.63%-14.0pp |
| Employer contribution / active EE | $824 | $2,545-67.6% | $3,631-77.3% | $2,381-65.4% |
| Participant deferral / active EE | $1,365 | $2,993-54.4% | $4,082-66.6% | $3,470-60.6% |
| Admin fee / account holder | $1,496 | $4,046-63.0% | $5,478-72.7% | $4,888-69.4% |