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 | $102,312 | $72,404+41.3% | $110,238-7.2% | $64,186+59.4% |
| Participation rate | 32.8% | 73.3%-40.5pp | 79.8%-47.0pp | 69.6%-36.7pp |
| Annual return | -3.13% | -6.29%+3.2pp | 314.74%-317.9pp | 7.63%-10.8pp |
| Employer contribution / active EE | $979 | $2,282-57.1% | $3,826-74.4% | $2,381-58.9% |
| Participant deferral / active EE | $2,316 | $3,469-33.2% | $4,672-50.4% | $3,470-33.2% |
| Admin fee / account holder | $1,885 | $5,664-66.7% | $8,547-77.9% | $4,888-61.4% |