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 | $17,817 | $75,828-76.5% | $147,614-87.9% | $59,632-70.1% |
| Participation rate | 67.5% | 71.6%-4.1pp | 84.6%-17.1pp | 68.7%-1.2pp |
| Annual return | -0.08% | 0.37%-0.5pp | 61.98%-62.1pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $855 | $3,485-75.5% | $5,564-84.6% | $2,203-61.2% |
| Participant deferral / active EE | $1,728 | $3,130-44.8% | $4,895-64.7% | $3,192-45.9% |
| Admin fee / account holder | $1,876 | $5,985-68.7% | $11,611-83.8% | $4,297-56.3% |