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 | $50,684 | $76,000-33.3% | $154,107-67.1% | $64,186-21.0% |
| Participation rate | 37.2% | 70.4%-33.2pp | 83.0%-45.9pp | 69.6%-32.4pp |
| Annual return | -4.81% | 30.32%-35.1pp | 735.12%-739.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $802 | $3,351-76.1% | $5,298-84.9% | $2,381-66.3% |
| Participant deferral / active EE | $979 | $3,175-69.2% | $5,081-80.7% | $3,470-71.8% |
| Admin fee / account holder | $3,253 | $5,596-41.9% | $13,411-75.7% | $4,888-33.4% |