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 | $23,186 | $75,828-69.4% | $147,614-84.3% | $59,632-61.1% |
| Participation rate | 68.8% | 71.6%-2.7pp | 84.6%-15.8pp | 68.7%+0.2pp |
| Annual return | -2.25% | 0.37%-2.6pp | 61.98%-64.2pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $1,683 | $3,485-51.7% | $5,564-69.8% | $2,203-23.6% |
| Participant deferral / active EE | $2,852 | $3,130-8.9% | $4,895-41.7% | $3,192-10.7% |
| Admin fee / account holder | $493 | $5,985-91.8% | $11,611-95.8% | $4,297-88.5% |