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 | $40,457 | $75,828-46.6% | $147,614-72.6% | $59,632-32.2% |
| Participation rate | 53.4% | 71.6%-18.1pp | 84.6%-31.2pp | 68.7%-15.2pp |
| Annual return | 0.90% | 0.37%+0.5pp | 61.98%-61.1pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $801 | $3,485-77.0% | $5,564-85.6% | $2,203-63.6% |
| Participant deferral / active EE | $2,848 | $3,130-9.0% | $4,895-41.8% | $3,192-10.8% |
| Admin fee / account holder | $3,993 | $5,985-33.3% | $11,611-65.6% | $4,297-7.1% |