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 | $25,623 | $75,828-66.2% | $147,614-82.6% | $59,632-57.0% |
| Participation rate | 41.7% | 71.6%-29.9pp | 84.6%-43.0pp | 68.7%-27.0pp |
| Annual return | -0.56% | 0.37%-0.9pp | 61.98%-62.5pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $714 | $3,485-79.5% | $5,564-87.2% | $2,203-67.6% |
| Participant deferral / active EE | $1,726 | $3,130-44.9% | $4,895-64.7% | $3,192-45.9% |
| Admin fee / account holder | $1,226 | $5,985-79.5% | $11,611-89.4% | $4,297-71.5% |