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 | $42,114 | $76,000-44.6% | $154,107-72.7% | $64,186-34.4% |
| Participation rate | 54.6% | 70.4%-15.8pp | 83.0%-28.4pp | 69.6%-14.9pp |
| Annual return | -6.86% | 30.32%-37.2pp | 735.12%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $820 | $3,351-75.5% | $5,298-84.5% | $2,381-65.6% |
| Participant deferral / active EE | $1,360 | $3,175-57.2% | $5,081-73.2% | $3,470-60.8% |
| Admin fee / account holder | $888 | $5,596-84.1% | $13,411-93.4% | $4,888-81.8% |