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 | $24,062 | $45,152-46.7% | $73,843-67.4% | $59,632-59.6% |
| Participation rate | 32.8% | 64.0%-31.3pp | 73.4%-40.7pp | 68.7%-35.9pp |
| Annual return | -1.40% | 27.40%-28.8pp | 2267.84%-2269.2pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $344 | $1,902-81.9% | $2,787-87.7% | $2,203-84.4% |
| Participant deferral / active EE | $1,010 | $2,574-60.7% | $3,583-71.8% | $3,192-68.3% |
| Admin fee / account holder | $5,060 | $3,516+43.9% | $4,880+3.7% | $4,297+17.8% |