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 | $61,294 | $76,000-19.3% | $154,107-60.2% | $64,186-4.5% |
| Participation rate | 36.1% | 70.4%-34.3pp | 83.0%-46.9pp | 69.6%-33.5pp |
| Annual return | -5.36% | 30.32%-35.7pp | 735.12%-740.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $841 | $3,351-74.9% | $5,298-84.1% | $2,381-64.7% |
| Participant deferral / active EE | $1,258 | $3,175-60.4% | $5,081-75.2% | $3,470-63.7% |
| Admin fee / account holder | $397 | $5,596-92.9% | $13,411-97.0% | $4,888-91.9% |