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 | $88,283 | $76,000+16.2% | $154,107-42.7% | $64,186+37.5% |
| Participation rate | 19.8% | 70.4%-50.7pp | 83.0%-63.3pp | 69.6%-49.8pp |
| Annual return | -6.62% | 30.32%-36.9pp | 735.12%-741.7pp | 7.63%-14.3pp |
| Employer contribution / active EE | $419 | $3,351-87.5% | $5,298-92.1% | $2,381-82.4% |
| Participant deferral / active EE | $1,113 | $3,175-64.9% | $5,081-78.1% | $3,470-67.9% |
| Admin fee / account holder | $5,168 | $5,596-7.7% | $13,411-61.5% | $4,888+5.7% |