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 | $33,753 | $76,000-55.6% | $154,107-78.1% | $64,186-47.4% |
| Participation rate | 45.0% | 70.4%-25.4pp | 83.0%-38.0pp | 69.6%-24.6pp |
| Annual return | -1.97% | 30.32%-32.3pp | 735.12%-737.1pp | 7.63%-9.6pp |
| Employer contribution / active EE | $1,350 | $3,351-59.7% | $5,298-74.5% | $2,381-43.3% |
| Participant deferral / active EE | $2,156 | $3,175-32.1% | $5,081-57.6% | $3,470-37.8% |
| Admin fee / account holder | $505 | $5,596-91.0% | $13,411-96.2% | $4,888-89.7% |