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 | $104,710 | $72,177+45.1% | $115,037-9.0% | $59,632+75.6% |
| Participation rate | 41.9% | 72.6%-30.7pp | 81.4%-39.5pp | 68.7%-26.8pp |
| Annual return | -1.86% | 12.02%-13.9pp | 26.14%-28.0pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $1,329 | $2,841-53.2% | $4,608-71.2% | $2,203-39.6% |
| Participant deferral / active EE | $3,745 | $4,783-21.7% | $6,026-37.9% | $3,192+17.3% |
| Admin fee / account holder | $12,007 | $4,927+143.7% | $8,175+46.9% | $4,297+179.4% |