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 | $64,551 | $168,632-61.7% | $147,614-56.3% | $125,391-48.5% |
| Participation rate | 60.0% | 88.8%-28.8pp | 84.6%-24.6pp | 83.2%-23.2pp |
| Annual return | 0.09% | 77.65%-77.6pp | 61.98%-61.9pp | 282.22%-282.1pp |
| Employer contribution / active EE | $1,926 | $6,252-69.2% | $5,564-65.4% | $4,866-60.4% |
| Participant deferral / active EE | $2,812 | $5,507-48.9% | $4,895-42.5% | $5,352-47.4% |
| Admin fee / account holder | $1,171 | $13,580-91.4% | $11,611-89.9% | $9,540-87.7% |