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 | $86,571 | $32,117+169.6% | $71,086+21.8% | $64,186+34.9% |
| Participation rate | 29.0% | 42.7%-13.7pp | 54.7%-25.7pp | 69.6%-40.6pp |
| Annual return | -4.84% | -5.57%+0.7pp | 650.59%-655.4pp | 7.63%-12.5pp |
| Employer contribution / active EE | $636 | $712-10.6% | $1,088-41.5% | $2,381-73.3% |
| Participant deferral / active EE | $1,764 | $1,263+39.7% | $1,874-5.9% | $3,470-49.2% |
| Admin fee / account holder | $12,510 | $2,759+353.4% | $3,082+305.9% | $4,888+155.9% |