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 | $66,011 | $77,813-15.2% | $123,544-46.6% | $64,186+2.8% |
| Participation rate | 48.1% | 74.7%-26.6pp | 82.3%-34.2pp | 69.6%-21.5pp |
| Annual return | -5.34% | 12.48%-17.8pp | 119.20%-124.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,404 | $5,240-54.1% | $6,426-62.6% | $3,470-30.7% |
| Admin fee / account holder | $1,535 | $5,519-72.2% | $9,284-83.5% | $4,888-68.6% |