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 | $63,694 | $76,000-16.2% | $154,107-58.7% | $64,186-0.8% |
| Participation rate | 51.6% | 70.4%-18.8pp | 83.0%-31.4pp | 69.6%-18.0pp |
| Annual return | -6.02% | 30.32%-36.3pp | 735.12%-741.1pp | 7.63%-13.7pp |
| Employer contribution / active EE | $890 | $3,351-73.4% | $5,298-83.2% | $2,381-62.6% |
| Participant deferral / active EE | $1,807 | $3,175-43.1% | $5,081-64.4% | $3,470-47.9% |
| Admin fee / account holder | $2,594 | $5,596-53.6% | $13,411-80.7% | $4,888-46.9% |