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 | $26,405 | $104,106-74.6% | $71,086-62.9% | $135,375-80.5% |
| Participation rate | 20.0% | 65.7%-45.7pp | 54.7%-34.7pp | 82.6%-62.6pp |
| Annual return | -6.08% | 1256.30%-1262.4pp | 650.59%-656.7pp | 519.73%-525.8pp |
| Employer contribution / active EE | $376 | $1,485-74.7% | $1,088-65.4% | $4,779-92.1% |
| Participant deferral / active EE | $731 | $2,527-71.1% | $1,874-61.0% | $5,609-87.0% |
| Admin fee / account holder | $4,644 | $4,142+12.1% | $3,082+50.6% | $10,827-57.1% |