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 | $57,564 | $43,723+31.7% | $121,196-52.5% | $64,186-10.3% |
| Participation rate | 48.3% | 58.3%-10.0pp | 71.7%-23.5pp | 69.6%-21.3pp |
| Annual return | -5.39% | 68.91%-74.3pp | 16.93%-22.3pp | 7.63%-13.0pp |
| Employer contribution / active EE | $805 | $1,296-37.9% | $4,022-80.0% | $2,381-66.2% |
| Participant deferral / active EE | $2,165 | $2,280-5.1% | $3,344-35.3% | $3,470-37.6% |
| Admin fee / account holder | $844 | $3,501-75.9% | $5,019-83.2% | $4,888-82.7% |