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 | $53,496 | $76,000-29.6% | $154,107-65.3% | $64,186-16.7% |
| Participation rate | 34.5% | 70.4%-35.9pp | 83.0%-48.6pp | 69.6%-35.1pp |
| Annual return | -1.78% | 30.32%-32.1pp | 735.12%-736.9pp | 7.63%-9.4pp |
| Employer contribution / active EE | $1,098 | $3,351-67.2% | $5,298-79.3% | $2,381-53.9% |
| Participant deferral / active EE | $2,510 | $3,175-20.9% | $5,081-50.6% | $3,470-27.6% |
| Admin fee / account holder | $10,655 | $5,596+90.4% | $13,411-20.5% | $4,888+118.0% |