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 | $57,074 | $76,000-24.9% | $154,107-63.0% | $64,186-11.1% |
| Participation rate | 27.3% | 70.4%-43.1pp | 83.0%-55.8pp | 69.6%-42.3pp |
| Annual return | -4.06% | 30.32%-34.4pp | 735.12%-739.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,282 | $3,351-61.7% | $5,298-75.8% | $2,381-46.2% |
| Participant deferral / active EE | $2,943 | $3,175-7.3% | $5,081-42.1% | $3,470-15.2% |
| Admin fee / account holder | $3,495 | $5,596-37.5% | $13,411-73.9% | $4,888-28.5% |