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 | $40,071 | $75,828-47.2% | $147,614-72.9% | $59,632-32.8% |
| Participation rate | 37.8% | 71.6%-33.8pp | 84.6%-46.8pp | 68.7%-30.9pp |
| Annual return | -1.72% | 0.37%-2.1pp | 61.98%-63.7pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $824 | $3,485-76.4% | $5,564-85.2% | $2,203-62.6% |
| Participant deferral / active EE | $1,647 | $3,130-47.4% | $4,895-66.3% | $3,192-48.4% |
| Admin fee / account holder | $324 | $5,985-94.6% | $11,611-97.2% | $4,297-92.5% |