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 | $50,074 | $72,404-30.8% | $110,238-54.6% | $64,186-22.0% |
| Participation rate | 38.8% | 73.3%-34.6pp | 79.8%-41.1pp | 69.6%-30.8pp |
| Annual return | -6.07% | -6.29%+0.2pp | 314.74%-320.8pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,158 | $2,282-49.2% | $3,826-69.7% | $2,381-51.4% |
| Participant deferral / active EE | $2,353 | $3,469-32.2% | $4,672-49.6% | $3,470-32.2% |
| Admin fee / account holder | $2,948 | $5,664-48.0% | $8,547-65.5% | $4,888-39.7% |