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 | $27,221 | $76,000-64.2% | $154,107-82.3% | $64,186-57.6% |
| Participation rate | 44.7% | 70.4%-25.7pp | 83.0%-38.3pp | 69.6%-24.8pp |
| Annual return | -3.06% | 30.32%-33.4pp | 735.12%-738.2pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,160 | $3,351-65.4% | $5,298-78.1% | $2,381-51.3% |
| Participant deferral / active EE | $2,180 | $3,175-31.3% | $5,081-57.1% | $3,470-37.2% |
| Admin fee / account holder | $6,580 | $5,596+17.6% | $13,411-50.9% | $4,888+34.6% |