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 | $40,988 | $133,958-69.4% | $112,228-63.5% | $134,475-69.5% |
| Participation rate | 52.9% | 78.6%-25.6pp | 75.1%-22.1pp | 81.2%-28.3pp |
| Annual return | -14.67% | 47.11%-61.8pp | 27.45%-42.1pp | 417.96%-432.6pp |
| Employer contribution / active EE | $1,577 | $4,038-60.9% | $3,635-56.6% | $4,740-66.7% |
| Participant deferral / active EE | $6,009 | $5,291+13.6% | $4,728+27.1% | $6,400-6.1% |
| Admin fee / account holder | $1,202 | $7,489-84.0% | $6,410-81.3% | $11,426-89.5% |