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 | $42,850 | $99,079-56.8% | $77,999-45.1% | $273,961-84.4% |
| Participation rate | 18.2% | 78.6%-60.4pp | 75.5%-57.3pp | 83.0%-64.8pp |
| Annual return | 6.75% | 217.93%-211.2pp | 425.96%-419.2pp | 41.45%-34.7pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,344 | $4,306-45.6% | $3,497-33.0% | $5,287-55.7% |
| Admin fee / account holder | $724 | $8,954-91.9% | $5,480-86.8% | $10,132-92.9% |