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 | $24,109 | $76,000-68.3% | $154,107-84.4% | $64,186-62.4% |
| Participation rate | 48.9% | 70.4%-21.5pp | 83.0%-34.1pp | 69.6%-20.6pp |
| Annual return | -3.82% | 30.32%-34.1pp | 735.12%-738.9pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,169 | $3,351-65.1% | $5,298-77.9% | $2,381-50.9% |
| Participant deferral / active EE | $2,590 | $3,175-18.4% | $5,081-49.0% | $3,470-25.4% |
| Admin fee / account holder | $1,454 | $5,596-74.0% | $13,411-89.2% | $4,888-70.3% |