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 | $127,530 | $158,817-19.7% | $121,196+5.2% | $135,375-5.8% |
| Participation rate | 16.7% | 79.3%-62.6pp | 71.7%-55.1pp | 82.6%-66.0pp |
| Annual return | 5.35% | -0.64%+6.0pp | 16.93%-11.6pp | 519.73%-514.4pp |
| Employer contribution / active EE | $39 | $5,665-99.3% | $4,022-99.0% | $4,779-99.2% |
| Participant deferral / active EE | $155 | $4,005-96.1% | $3,344-95.4% | $5,609-97.2% |
| Admin fee / account holder | $1,265 | $6,512-80.6% | $5,019-74.8% | $10,827-88.3% |