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 | $37,758 | $75,828-50.2% | $147,614-74.4% | $59,632-36.7% |
| Participation rate | 45.1% | 71.6%-26.4pp | 84.6%-39.5pp | 68.7%-23.5pp |
| Annual return | -1.85% | 0.37%-2.2pp | 61.98%-63.8pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $1,062 | $3,485-69.5% | $5,564-80.9% | $2,203-51.8% |
| Participant deferral / active EE | $1,464 | $3,130-53.2% | $4,895-70.1% | $3,192-54.1% |
| Admin fee / account holder | $813 | $5,985-86.4% | $11,611-93.0% | $4,297-81.1% |