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 | $54,134 | $75,828-28.6% | $147,614-63.3% | $59,632-9.2% |
| Participation rate | 65.5% | 71.6%-6.1pp | 84.6%-19.2pp | 68.7%-3.2pp |
| Annual return | -2.34% | 0.37%-2.7pp | 61.98%-64.3pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $422 | $3,485-87.9% | $5,564-92.4% | $2,203-80.8% |
| Participant deferral / active EE | $2,971 | $3,130-5.1% | $4,895-39.3% | $3,192-6.9% |
| Admin fee / account holder | $1,022 | $5,985-82.9% | $11,611-91.2% | $4,297-76.2% |