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 | $25,397 | $75,828-66.5% | $147,614-82.8% | $59,632-57.4% |
| Participation rate | 40.0% | 71.6%-31.6pp | 84.6%-44.6pp | 68.7%-28.7pp |
| Annual return | -1.17% | 0.37%-1.5pp | 61.98%-63.1pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $1,021 | $3,485-70.7% | $5,564-81.6% | $2,203-53.6% |
| Participant deferral / active EE | $1,782 | $3,130-43.1% | $4,895-63.6% | $3,192-44.2% |
| Admin fee / account holder | $382 | $5,985-93.6% | $11,611-96.7% | $4,297-91.1% |