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 | $27,021 | $76,000-64.4% | $154,107-82.5% | $64,186-57.9% |
| Participation rate | 28.2% | 70.4%-42.2pp | 83.0%-54.8pp | 69.6%-41.3pp |
| Annual return | -4.47% | 30.32%-34.8pp | 735.12%-739.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $726 | $3,351-78.3% | $5,298-86.3% | $2,381-69.5% |
| Participant deferral / active EE | $1,499 | $3,175-52.8% | $5,081-70.5% | $3,470-56.8% |
| Admin fee / account holder | $988 | $5,596-82.3% | $13,411-92.6% | $4,888-79.8% |