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 | $20,868 | $45,566-54.2% | $64,105-67.4% | $59,632-65.0% |
| Participation rate | 48.7% | 60.2%-11.4pp | 68.2%-19.5pp | 68.7%-20.0pp |
| Annual return | -1.60% | 4.95%-6.5pp | 791.24%-792.8pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $1,115 | $934+19.4% | $1,820-38.7% | $2,203-49.4% |
| Participant deferral / active EE | $3,408 | $2,057+65.7% | $2,822+20.8% | $3,192+6.8% |
| Admin fee / account holder | $1,693 | $3,268-48.2% | $4,499-62.4% | $4,297-60.6% |