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 | $50,653 | $197,825-74.4% | $155,790-67.5% | $125,391-59.6% |
| Participation rate | 66.7% | 82.1%-15.4pp | 76.1%-9.4pp | 83.2%-16.5pp |
| Annual return | -1.91% | 86.74%-88.7pp | 71.54%-73.5pp | 282.22%-284.1pp |
| Employer contribution / active EE | $1,432 | $4,847-70.5% | $3,836-62.7% | $4,866-70.6% |
| Participant deferral / active EE | $2,057 | $5,630-63.5% | $4,797-57.1% | $5,352-61.6% |
| Admin fee / account holder | $4,491 | $9,545-52.9% | $7,478-39.9% | $9,540-52.9% |