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 | $31,990 | $76,000-57.9% | $154,107-79.2% | $64,186-50.2% |
| Participation rate | 59.6% | 70.4%-10.8pp | 83.0%-23.4pp | 69.6%-9.9pp |
| Annual return | -5.16% | 30.32%-35.5pp | 735.12%-740.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,060 | $3,351-68.4% | $5,298-80.0% | $2,381-55.5% |
| Participant deferral / active EE | $3,273 | $3,175+3.1% | $5,081-35.6% | $3,470-5.7% |
| Admin fee / account holder | $375 | $5,596-93.3% | $13,411-97.2% | $4,888-92.3% |