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 | $32,969 | $82,664-60.1% | $125,339-73.7% | $68,494-51.9% |
| Participation rate | 47.4% | 75.0%-27.7pp | 82.4%-35.0pp | 67.9%-20.5pp |
| Annual return | -15.93% | -5.97%-10.0pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,019 | $3,381-69.9% | $4,814-78.8% | $2,596-60.7% |
| Participant deferral / active EE | $2,767 | $6,110-54.7% | $7,446-62.8% | $4,027-31.3% |
| Admin fee / account holder | $2,606 | $6,275-58.5% | $10,010-74.0% | $5,403-51.8% |