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 | $45,275 | $57,354-21.1% | $83,848-46.0% | $64,186-29.5% |
| Participation rate | 46.9% | 68.6%-21.7pp | 76.1%-29.2pp | 69.6%-22.6pp |
| Annual return | -4.05% | 11.38%-15.4pp | 850.88%-854.9pp | 7.63%-11.7pp |
| Employer contribution / active EE | $2,001 | $2,545-21.4% | $3,631-44.9% | $2,381-16.0% |
| Participant deferral / active EE | $3,043 | $2,993+1.7% | $4,082-25.4% | $3,470-12.3% |
| Admin fee / account holder | $1,924 | $4,046-52.4% | $5,478-64.9% | $4,888-60.6% |