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 | $59,936 | $47,977+24.9% | $154,107-61.1% | $56,287+6.5% |
| Participation rate | 43.0% | 66.2%-23.2pp | 83.0%-40.0pp | 69.9%-26.9pp |
| Annual return | -2.59% | 3.54%-6.1pp | 735.12%-737.7pp | -9.96%+7.4pp |
| Employer contribution / active EE | $534 | $2,169-75.4% | $5,298-89.9% | $2,111-74.7% |
| Participant deferral / active EE | $2,849 | $2,392+19.1% | $5,081-43.9% | $3,350-14.9% |
| Admin fee / account holder | $402 | $438-8.4% | $13,411-97.0% | $521-22.9% |