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 | $106,713 | $76,000+40.4% | $154,107-30.8% | $64,186+66.3% |
| Participation rate | 31.4% | 70.4%-39.0pp | 83.0%-51.6pp | 69.6%-38.1pp |
| Annual return | -5.30% | 30.32%-35.6pp | 735.12%-740.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,038 | $3,351-69.0% | $5,298-80.4% | $2,381-56.4% |
| Participant deferral / active EE | $3,375 | $3,175+6.3% | $5,081-33.6% | $3,470-2.7% |
| Admin fee / account holder | $810 | $5,596-85.5% | $13,411-94.0% | $4,888-83.4% |