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 | $84,548 | $76,000+11.2% | $154,107-45.1% | $64,186+31.7% |
| Participation rate | 58.9% | 70.4%-11.5pp | 83.0%-24.1pp | 69.6%-10.6pp |
| Annual return | -6.61% | 30.32%-36.9pp | 735.12%-741.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,515 | $3,351-54.8% | $5,298-71.4% | $2,381-36.4% |
| Participant deferral / active EE | $2,573 | $3,175-19.0% | $5,081-49.4% | $3,470-25.9% |
| Admin fee / account holder | $8,140 | $5,596+45.5% | $13,411-39.3% | $4,888+66.5% |