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 | $77,720 | $76,000+2.3% | $154,107-49.6% | $64,186+21.1% |
| Participation rate | 34.1% | 70.4%-36.3pp | 83.0%-48.9pp | 69.6%-35.5pp |
| Annual return | -7.91% | 30.32%-38.2pp | 735.12%-743.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $853 | $3,351-74.5% | $5,298-83.9% | $2,381-64.2% |
| Participant deferral / active EE | $1,830 | $3,175-42.4% | $5,081-64.0% | $3,470-47.3% |
| Admin fee / account holder | $1,424 | $5,596-74.6% | $13,411-89.4% | $4,888-70.9% |