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 | $57,831 | $95,971-39.7% | $74,550-22.4% | $135,375-57.3% |
| Participation rate | 52.6% | 75.7%-23.0pp | 69.1%-16.5pp | 82.6%-30.0pp |
| Annual return | -3.21% | 56.96%-60.2pp | 32.53%-35.7pp | 519.73%-522.9pp |
| Employer contribution / active EE | $1,033 | $2,716-62.0% | $1,961-47.3% | $4,779-78.4% |
| Participant deferral / active EE | $2,872 | $3,843-25.3% | $3,108-7.6% | $5,609-48.8% |
| Admin fee / account holder | $871 | $6,522-86.6% | $5,060-82.8% | $10,827-92.0% |