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 | $83,322 | $43,723+90.6% | $121,196-31.2% | $64,186+29.8% |
| Participation rate | 51.4% | 58.3%-7.0pp | 71.7%-20.4pp | 69.6%-18.2pp |
| Annual return | -6.20% | 68.91%-75.1pp | 16.93%-23.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,785 | $1,296+37.7% | $4,022-55.6% | $2,381-25.0% |
| Participant deferral / active EE | $3,240 | $2,280+42.1% | $3,344-3.1% | $3,470-6.6% |
| Admin fee / account holder | $4,229 | $3,501+20.8% | $5,019-15.7% | $4,888-13.5% |