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 | $30,127 | $131,829-77.1% | $108,579-72.3% | $273,961-89.0% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 7.96% | -91.57%+99.5pp | -51.70%+59.7pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,745 | $4,912-64.5% | $3,758-53.6% | $4,869-64.2% |
| Participant deferral / active EE | $3,816 | $5,127-25.6% | $4,311-11.5% | $5,287-27.8% |
| Admin fee / account holder | $5,031 | $10,252-50.9% | $7,645-34.2% | $10,132-50.3% |