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 5-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 | $34,017 | $82,664-58.8% | $125,339-72.9% | $68,494-50.3% |
| Participation rate | 58.0% | 75.0%-17.1pp | 82.4%-24.4pp | 67.9%-9.9pp |
| Annual return | -17.67% | -5.97%-11.7pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,339 | $3,381-30.8% | $4,814-51.4% | $2,596-9.9% |
| Participant deferral / active EE | $8,889 | $6,110+45.5% | $7,446+19.4% | $4,027+120.7% |
| Admin fee / account holder | $3,796 | $6,275-39.5% | $10,010-62.1% | $5,403-29.7% |