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 | $41,110 | $45,152-9.0% | $73,843-44.3% | $59,632-31.1% |
| Participation rate | 33.8% | 64.0%-30.2pp | 73.4%-39.6pp | 68.7%-34.9pp |
| Annual return | -0.46% | 27.40%-27.9pp | 2267.84%-2268.3pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $580 | $1,902-69.5% | $2,787-79.2% | $2,203-73.7% |
| Participant deferral / active EE | $1,299 | $2,574-49.5% | $3,583-63.8% | $3,192-59.3% |
| Admin fee / account holder | $3,217 | $3,516-8.5% | $4,880-34.1% | $4,297-25.1% |