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 | $82,931 | $75,828+9.4% | $147,614-43.8% | $59,632+39.1% |
| Participation rate | 62.5% | 71.6%-9.1pp | 84.6%-22.1pp | 68.7%-6.2pp |
| Annual return | -2.12% | 0.37%-2.5pp | 61.98%-64.1pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $1,915 | $3,485-45.0% | $5,564-65.6% | $2,203-13.0% |
| Participant deferral / active EE | $3,761 | $3,130+20.1% | $4,895-23.2% | $3,192+17.8% |
| Admin fee / account holder | $462 | $5,985-92.3% | $11,611-96.0% | $4,297-89.2% |