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 | $23,761 | $76,000-68.7% | $154,107-84.6% | $64,186-63.0% |
| Participation rate | 36.7% | 70.4%-33.7pp | 83.0%-46.4pp | 69.6%-32.9pp |
| Annual return | -6.13% | 30.32%-36.4pp | 735.12%-741.2pp | 7.63%-13.8pp |
| Employer contribution / active EE | $480 | $3,351-85.7% | $5,298-90.9% | $2,381-79.8% |
| Participant deferral / active EE | $1,722 | $3,175-45.8% | $5,081-66.1% | $3,470-50.4% |
| Admin fee / account holder | $3,010 | $5,596-46.2% | $13,411-77.6% | $4,888-38.4% |