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 | $45,396 | $93,024-51.2% | $77,024-41.1% | $134,475-66.2% |
| Participation rate | 53.8% | 74.5%-20.6pp | 67.9%-14.1pp | 81.2%-27.4pp |
| Annual return | -17.88% | 62.60%-80.5pp | 42.32%-60.2pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,498 | $3,418-26.9% | $2,812-11.2% | $4,740-47.3% |
| Participant deferral / active EE | $7,873 | $5,238+50.3% | $4,426+77.9% | $6,400+23.0% |
| Admin fee / account holder | $1,661 | $6,944-76.1% | $5,425-69.4% | $11,426-85.5% |