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 | $41,542 | $43,723-5.0% | $121,196-65.7% | $64,186-35.3% |
| Participation rate | 58.5% | 58.3%+0.2pp | 71.7%-13.2pp | 69.6%-11.0pp |
| Annual return | -4.85% | 68.91%-73.8pp | 16.93%-21.8pp | 7.63%-12.5pp |
| Employer contribution / active EE | $463 | $1,296-64.3% | $4,022-88.5% | $2,381-80.5% |
| Participant deferral / active EE | $1,262 | $2,280-44.7% | $3,344-62.3% | $3,470-63.6% |
| Admin fee / account holder | $6,670 | $3,501+90.5% | $5,019+32.9% | $4,888+36.4% |