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 | $53,221 | $78,694-32.4% | $67,652-21.3% | $125,391-57.6% |
| Participation rate | 54.5% | 78.8%-24.3pp | 75.7%-21.1pp | 83.2%-28.6pp |
| Annual return | -2.57% | 9.46%-12.0pp | 6625.04%-6627.6pp | 282.22%-284.8pp |
| Employer contribution / active EE | $729 | $3,044-76.0% | $2,266-67.8% | $4,866-85.0% |
| Participant deferral / active EE | $2,383 | $4,292-44.5% | $3,560-33.1% | $5,352-55.5% |
| Admin fee / account holder | $3,200 | $7,403-56.8% | $4,821-33.6% | $9,540-66.5% |