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 | $87,916 | $57,354+53.3% | $83,848+4.9% | $64,186+37.0% |
| Participation rate | 32.7% | 68.6%-35.9pp | 76.1%-43.5pp | 69.6%-36.9pp |
| Annual return | -5.78% | 11.38%-17.2pp | 850.88%-856.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,321 | $2,545-48.1% | $3,631-63.6% | $2,381-44.5% |
| Participant deferral / active EE | $2,469 | $2,993-17.5% | $4,082-39.5% | $3,470-28.8% |
| Admin fee / account holder | $3,337 | $4,046-17.5% | $5,478-39.1% | $4,888-31.7% |