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 | $101,393 | $57,354+76.8% | $83,848+20.9% | $64,186+58.0% |
| Participation rate | 34.2% | 68.6%-34.4pp | 76.1%-41.9pp | 69.6%-35.4pp |
| Annual return | -6.87% | 11.38%-18.3pp | 850.88%-857.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $800 | $2,545-68.6% | $3,631-78.0% | $2,381-66.4% |
| Participant deferral / active EE | $2,426 | $2,993-18.9% | $4,082-40.6% | $3,470-30.1% |
| Admin fee / account holder | $691 | $4,046-82.9% | $5,478-87.4% | $4,888-85.9% |