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 | $23,459 | $76,000-69.1% | $154,107-84.8% | $64,186-63.5% |
| Participation rate | 44.2% | 70.4%-26.2pp | 83.0%-38.9pp | 69.6%-25.4pp |
| Annual return | 1.70% | 30.32%-28.6pp | 735.12%-733.4pp | 7.63%-5.9pp |
| Employer contribution / active EE | $1,251 | $3,351-62.7% | $5,298-76.4% | $2,381-47.4% |
| Participant deferral / active EE | $1,378 | $3,175-56.6% | $5,081-72.9% | $3,470-60.3% |
| Admin fee / account holder | $3,174 | $5,596-43.3% | $13,411-76.3% | $4,888-35.1% |