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 | $68,065 | $131,829-48.4% | $108,579-37.3% | $273,961-75.2% |
| Participation rate | 53.3% | 83.5%-30.1pp | 79.6%-26.2pp | 83.0%-29.7pp |
| Annual return | 7.12% | -91.57%+98.7pp | -51.70%+58.8pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,970 | $4,912-59.9% | $3,758-47.6% | $4,869-59.5% |
| Participant deferral / active EE | $3,998 | $5,127-22.0% | $4,311-7.3% | $5,287-24.4% |
| Admin fee / account holder | $889 | $10,252-91.3% | $7,645-88.4% | $10,132-91.2% |