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 | $84,112 | $43,723+92.4% | $121,196-30.6% | $64,186+31.0% |
| Participation rate | 57.8% | 58.3%-0.5pp | 71.7%-14.0pp | 69.6%-11.8pp |
| Annual return | -4.51% | 68.91%-73.4pp | 16.93%-21.4pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,693 | $1,296+30.6% | $4,022-57.9% | $2,381-28.9% |
| Participant deferral / active EE | $1,868 | $2,280-18.1% | $3,344-44.2% | $3,470-46.2% |
| Admin fee / account holder | $3,349 | $3,501-4.3% | $5,019-33.3% | $4,888-31.5% |