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 | $153,492 | $93,024+65.0% | $77,024+99.3% | $134,475+14.1% |
| Participation rate | 27.3% | 74.5%-47.2pp | 67.9%-40.6pp | 81.2%-53.9pp |
| Annual return | -19.35% | 62.60%-82.0pp | 42.32%-61.7pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,415 | $3,418-29.3% | $2,812-14.1% | $4,740-49.0% |
| Participant deferral / active EE | $4,453 | $5,238-15.0% | $4,426+0.6% | $6,400-30.4% |
| Admin fee / account holder | $82,859 | $6,944+1093.2% | $5,425+1427.3% | $11,426+625.2% |