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 | $22,829 | $75,828-69.9% | $147,614-84.5% | $59,632-61.7% |
| Participation rate | 62.5% | 71.6%-9.1pp | 84.6%-22.1pp | 68.7%-6.2pp |
| Annual return | -0.93% | 0.37%-1.3pp | 61.98%-62.9pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $1,266 | $3,485-63.7% | $5,564-77.3% | $2,203-42.5% |
| Participant deferral / active EE | $1,899 | $3,130-39.3% | $4,895-61.2% | $3,192-40.5% |
| Admin fee / account holder | $346 | $5,985-94.2% | $11,611-97.0% | $4,297-91.9% |