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 | $168,399 | $45,863+267.2% | $77,024+118.6% | $68,494+145.9% |
| Participation rate | 48.1% | 55.9%-7.8pp | 67.9%-19.8pp | 67.9%-19.7pp |
| Annual return | -13.09% | 1.72%-14.8pp | 42.32%-55.4pp | -7.84%-5.2pp |
| Employer contribution / active EE | $2,332 | $1,650+41.4% | $2,812-17.1% | $2,596-10.2% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $4,426-100.0% | $4,027-100.0% |
| Admin fee / account holder | $13,212 | $3,041+334.5% | $5,425+143.5% | $5,403+144.5% |