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 | $23,556 | $57,354-58.9% | $83,848-71.9% | $64,186-63.3% |
| Participation rate | 27.6% | 68.6%-41.0pp | 76.1%-48.6pp | 69.6%-42.0pp |
| Annual return | -5.57% | 11.38%-17.0pp | 850.88%-856.5pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,526 | $2,545-40.0% | $3,631-58.0% | $2,381-35.9% |
| Participant deferral / active EE | $2,081 | $2,993-30.5% | $4,082-49.0% | $3,470-40.0% |
| Admin fee / account holder | $9,554 | $4,046+136.1% | $5,478+74.4% | $4,888+95.4% |