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 | $31,417 | $52,519-40.2% | $155,790-79.8% | $59,632-47.3% |
| Participation rate | 59.6% | 61.7%-2.2pp | 76.1%-16.5pp | 68.7%-9.1pp |
| Annual return | -1.61% | 53.51%-55.1pp | 71.54%-73.1pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $681 | $1,589-57.2% | $3,836-82.3% | $2,203-69.1% |
| Participant deferral / active EE | $1,834 | $3,084-40.5% | $4,797-61.8% | $3,192-42.5% |
| Admin fee / account holder | $1,439 | $3,540-59.3% | $7,478-80.8% | $4,297-66.5% |