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 | $30,187 | $73,102-58.7% | $123,544-75.6% | $56,287-46.4% |
| Participation rate | 66.3% | 74.3%-8.0pp | 82.3%-15.9pp | 69.9%-3.5pp |
| Annual return | -5.07% | 3.01%-8.1pp | 119.20%-124.3pp | -9.96%+4.9pp |
| Employer contribution / active EE | $722 | $2,977-75.8% | $4,628-84.4% | $2,111-65.8% |
| Participant deferral / active EE | $6,233 | $5,423+14.9% | $6,426-3.0% | $3,350+86.1% |
| Admin fee / account holder | $5,527 | $554+898.1% | $9,284-40.5% | $521+960.9% |