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 | $18,774 | $49,177-61.8% | $79,464-76.4% | $64,186-70.8% |
| Participation rate | 56.3% | 65.0%-8.8pp | 73.3%-17.1pp | 69.6%-13.3pp |
| Annual return | 5.41% | -1.16%+6.6pp | 718.14%-712.7pp | 7.63%-2.2pp |
| Employer contribution / active EE | $470 | $2,076-77.4% | $2,800-83.2% | $2,381-80.3% |
| Participant deferral / active EE | $2,007 | $2,821-28.8% | $3,704-45.8% | $3,470-42.1% |
| Admin fee / account holder | $1,048 | $3,839-72.7% | $5,113-79.5% | $4,888-78.6% |