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 | $43,610 | $77,813-44.0% | $123,544-64.7% | $64,186-32.1% |
| Participation rate | 62.5% | 74.7%-12.2pp | 82.3%-19.8pp | 69.6%-7.1pp |
| Annual return | -7.49% | 12.48%-20.0pp | 119.20%-126.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $675 | $3,014-77.6% | $4,628-85.4% | $2,381-71.6% |
| Participant deferral / active EE | $4,053 | $5,240-22.7% | $6,426-36.9% | $3,470+16.8% |
| Admin fee / account holder | $563 | $5,519-89.8% | $9,284-93.9% | $4,888-88.5% |