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 | $51,479 | $142,344-63.8% | $119,609-57.0% | $134,475-61.7% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | 12.18% | -12.44%+24.6pp | -14.97%+27.2pp | 417.96%-405.8pp |
| Employer contribution / active EE | $1,972 | $5,222-62.2% | $4,232-53.4% | $4,740-58.4% |
| Participant deferral / active EE | $4,129 | $6,469-36.2% | $5,602-26.3% | $6,400-35.5% |
| Admin fee / account holder | $443 | $13,584-96.7% | $10,323-95.7% | $11,426-96.1% |