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 | $43,426 | $76,000-42.9% | $154,107-71.8% | $64,186-32.3% |
| Participation rate | 51.1% | 70.4%-19.3pp | 83.0%-31.9pp | 69.6%-18.5pp |
| Annual return | -7.85% | 30.32%-38.2pp | 735.12%-743.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,278 | $3,351-61.8% | $5,298-75.9% | $2,381-46.3% |
| Participant deferral / active EE | $2,718 | $3,175-14.4% | $5,081-46.5% | $3,470-21.7% |
| Admin fee / account holder | $1,905 | $5,596-66.0% | $13,411-85.8% | $4,888-61.0% |