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 | $48,497 | $57,354-15.4% | $83,848-42.2% | $64,186-24.4% |
| Participation rate | 51.4% | 68.6%-17.2pp | 76.1%-24.7pp | 69.6%-18.1pp |
| Annual return | -6.93% | 11.38%-18.3pp | 850.88%-857.8pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,203 | $2,545-52.7% | $3,631-66.9% | $2,381-49.5% |
| Participant deferral / active EE | $8,019 | $2,993+167.9% | $4,082+96.5% | $3,470+131.1% |
| Admin fee / account holder | $935 | $4,046-76.9% | $5,478-82.9% | $4,888-80.9% |