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 | $29,049 | $127,386-77.2% | $115,037-74.7% | $125,391-76.8% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -2.92% | 31.28%-34.2pp | 26.14%-29.1pp | 282.22%-285.1pp |
| Employer contribution / active EE | $868 | $5,166-83.2% | $4,608-81.2% | $4,866-82.2% |
| Participant deferral / active EE | $2,289 | $6,423-64.4% | $6,026-62.0% | $5,352-57.2% |
| Admin fee / account holder | $1,073 | $9,516-88.7% | $8,175-86.9% | $9,540-88.8% |