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 | $35,954 | $76,000-52.7% | $154,107-76.7% | $64,186-44.0% |
| Participation rate | 56.3% | 70.4%-14.2pp | 83.0%-26.8pp | 69.6%-13.3pp |
| Annual return | 0.90% | 30.32%-29.4pp | 735.12%-734.2pp | 7.63%-6.7pp |
| Employer contribution / active EE | $1,721 | $3,351-48.6% | $5,298-67.5% | $2,381-27.7% |
| Participant deferral / active EE | $5,194 | $3,175+63.6% | $5,081+2.2% | $3,470+49.7% |
| Admin fee / account holder | $1,092 | $5,596-80.5% | $13,411-91.9% | $4,888-77.7% |