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 | $27,820 | $91,538-69.6% | $129,995-78.6% | $75,163-63.0% |
| Participation rate | 68.8% | 71.4%-2.7pp | 78.5%-9.7pp | 67.2%+1.6pp |
| Annual return | 16.69% | -631.11%+647.8pp | -137.18%+153.9pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,407 | $2,845-50.5% | $4,320-67.4% | $2,670-47.3% |
| Participant deferral / active EE | $2,758 | $4,341-36.5% | $5,820-52.6% | $4,125-33.2% |
| Admin fee / account holder | $841 | $6,790-87.6% | $10,614-92.1% | $5,651-85.1% |