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 | $56,216 | $84,527-33.5% | $67,711-17.0% | $125,391-55.2% |
| Participation rate | 50.0% | 74.8%-24.8pp | 67.5%-17.5pp | 83.2%-33.2pp |
| Annual return | 0.19% | 2.57%-2.4pp | 25.41%-25.2pp | 282.22%-282.0pp |
| Employer contribution / active EE | $938 | $3,292-71.5% | $2,559-63.3% | $4,866-80.7% |
| Participant deferral / active EE | $1,253 | $4,429-71.7% | $3,585-65.1% | $5,352-76.6% |
| Admin fee / account holder | $21,200 | $5,340+297.0% | $4,255+398.3% | $9,540+122.2% |