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 | $17,845 | $75,828-76.5% | $147,614-87.9% | $59,632-70.1% |
| Participation rate | 60.7% | 71.6%-10.9pp | 84.6%-23.9pp | 68.7%-8.0pp |
| Annual return | -0.92% | 0.37%-1.3pp | 61.98%-62.9pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $836 | $3,485-76.0% | $5,564-85.0% | $2,203-62.0% |
| Participant deferral / active EE | $1,600 | $3,130-48.9% | $4,895-67.3% | $3,192-49.9% |
| Admin fee / account holder | $3,878 | $5,985-35.2% | $11,611-66.6% | $4,297-9.8% |