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 | $42,653 | $82,664-48.4% | $125,339-66.0% | $68,494-37.7% |
| Participation rate | 58.2% | 75.0%-16.9pp | 82.4%-24.2pp | 67.9%-9.7pp |
| Annual return | -15.60% | -5.97%-9.6pp | 572.05%-587.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,276 | $3,381-32.7% | $4,814-52.7% | $2,596-12.3% |
| Participant deferral / active EE | $4,387 | $6,110-28.2% | $7,446-41.1% | $4,027+8.9% |
| Admin fee / account holder | $672 | $6,275-89.3% | $10,010-93.3% | $5,403-87.6% |