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 | $14,791 | $76,000-80.5% | $154,107-90.4% | $64,186-77.0% |
| Participation rate | 35.5% | 70.4%-34.9pp | 83.0%-47.6pp | 69.6%-34.1pp |
| Annual return | -5.21% | 30.32%-35.5pp | 735.12%-740.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $530 | $3,351-84.2% | $5,298-90.0% | $2,381-77.7% |
| Participant deferral / active EE | $3,045 | $3,175-4.1% | $5,081-40.1% | $3,470-12.2% |
| Admin fee / account holder | $4,513 | $5,596-19.3% | $13,411-66.3% | $4,888-7.7% |