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 | $165,989 | $27,641+500.5% | $61,373+170.5% | $68,494+142.3% |
| Participation rate | 18.5% | 39.5%-21.0pp | 52.6%-34.0pp | 67.9%-49.4pp |
| Annual return | -17.34% | -13.24%-4.1pp | 338.61%-355.9pp | -7.84%-9.5pp |
| Employer contribution / active EE | $524 | $695-24.7% | $1,159-54.8% | $2,596-79.8% |
| Participant deferral / active EE | $2,610 | $1,263+106.6% | $2,125+22.8% | $4,027-35.2% |
| Admin fee / account holder | $1,519 | $2,010-24.4% | $2,130-28.7% | $5,403-71.9% |