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 | $119,213 | $32,117+271.2% | $71,086+67.7% | $64,186+85.7% |
| Participation rate | 15.2% | 42.7%-27.5pp | 54.7%-39.5pp | 69.6%-54.4pp |
| Annual return | -5.45% | -5.57%+0.1pp | 650.59%-656.0pp | 7.63%-13.1pp |
| Employer contribution / active EE | $358 | $712-49.8% | $1,088-67.1% | $2,381-85.0% |
| Participant deferral / active EE | $1,283 | $1,263+1.6% | $1,874-31.5% | $3,470-63.0% |
| Admin fee / account holder | $3,750 | $2,759+35.9% | $3,082+21.7% | $4,888-23.3% |