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 | $79,269 | $91,538-13.4% | $129,995-39.0% | $75,163+5.5% |
| Participation rate | 37.0% | 71.4%-34.4pp | 78.5%-41.4pp | 67.2%-30.2pp |
| Annual return | 17.16% | -631.11%+648.3pp | -137.18%+154.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $1,270 | $2,845-55.4% | $4,320-70.6% | $2,670-52.4% |
| Participant deferral / active EE | $2,277 | $4,341-47.6% | $5,820-60.9% | $4,125-44.8% |
| Admin fee / account holder | $12,701 | $6,790+87.0% | $10,614+19.7% | $5,651+124.8% |