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 | $30,757 | $78,694-60.9% | $67,652-54.5% | $125,391-75.5% |
| Participation rate | 50.0% | 78.8%-28.8pp | 75.7%-25.7pp | 83.2%-33.2pp |
| Annual return | -0.41% | 9.46%-9.9pp | 6625.04%-6625.4pp | 282.22%-282.6pp |
| Employer contribution / active EE | $885 | $3,044-70.9% | $2,266-60.9% | $4,866-81.8% |
| Participant deferral / active EE | $4,257 | $4,292-0.8% | $3,560+19.6% | $5,352-20.5% |
| Admin fee / account holder | $1,363 | $7,403-81.6% | $4,821-71.7% | $9,540-85.7% |