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 | $121,990 | $76,000+60.5% | $154,107-20.8% | $64,186+90.1% |
| Participation rate | 36.1% | 70.4%-34.3pp | 83.0%-46.9pp | 69.6%-33.5pp |
| Annual return | -4.95% | 30.32%-35.3pp | 735.12%-740.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,339 | $3,351-60.1% | $5,298-74.7% | $2,381-43.8% |
| Participant deferral / active EE | $2,458 | $3,175-22.6% | $5,081-51.6% | $3,470-29.2% |
| Admin fee / account holder | $1,604 | $5,596-71.3% | $13,411-88.0% | $4,888-67.2% |