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 | $52,874 | $43,723+20.9% | $121,196-56.4% | $64,186-17.6% |
| Participation rate | 33.3% | 58.3%-25.0pp | 71.7%-38.4pp | 69.6%-36.2pp |
| Annual return | -5.59% | 68.91%-74.5pp | 16.93%-22.5pp | 7.63%-13.2pp |
| Employer contribution / active EE | $343 | $1,296-73.5% | $4,022-91.5% | $2,381-85.6% |
| Participant deferral / active EE | $2,325 | $2,280+2.0% | $3,344-30.5% | $3,470-33.0% |
| Admin fee / account holder | $7,115 | $3,501+103.2% | $5,019+41.8% | $4,888+45.6% |