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 | $42,967 | $57,354-25.1% | $83,848-48.8% | $64,186-33.1% |
| Participation rate | 59.5% | 68.6%-9.1pp | 76.1%-16.6pp | 69.6%-10.0pp |
| Annual return | -4.35% | 11.38%-15.7pp | 850.88%-855.2pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,731 | $2,545-32.0% | $3,631-52.3% | $2,381-27.3% |
| Participant deferral / active EE | $3,362 | $2,993+12.3% | $4,082-17.6% | $3,470-3.1% |
| Admin fee / account holder | $1,267 | $4,046-68.7% | $5,478-76.9% | $4,888-74.1% |