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 | $69,926 | $57,354+21.9% | $83,848-16.6% | $64,186+8.9% |
| Participation rate | 31.0% | 68.6%-37.7pp | 76.1%-45.2pp | 69.6%-38.6pp |
| Annual return | -7.55% | 11.38%-18.9pp | 850.88%-858.4pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,516 | $2,545-40.5% | $3,631-58.3% | $2,381-36.3% |
| Participant deferral / active EE | $2,903 | $2,993-3.0% | $4,082-28.9% | $3,470-16.3% |
| Admin fee / account holder | $4,310 | $4,046+6.5% | $5,478-21.3% | $4,888-11.8% |