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 | $16,762 | $76,000-77.9% | $154,107-89.1% | $64,186-73.9% |
| Participation rate | 50.0% | 70.4%-20.4pp | 83.0%-33.0pp | 69.6%-19.6pp |
| Annual return | -6.51% | 30.32%-36.8pp | 735.12%-741.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $660 | $3,351-80.3% | $5,298-87.5% | $2,381-72.3% |
| Participant deferral / active EE | $1,239 | $3,175-61.0% | $5,081-75.6% | $3,470-64.3% |
| Admin fee / account holder | $1,229 | $5,596-78.0% | $13,411-90.8% | $4,888-74.9% |