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 | $40,451 | $87,540-53.8% | $75,781-46.6% | $125,391-67.7% |
| Participation rate | 64.3% | 80.2%-15.9pp | 75.8%-11.5pp | 83.2%-18.9pp |
| Annual return | -1.84% | 13.48%-15.3pp | 9.68%-11.5pp | 282.22%-284.1pp |
| Employer contribution / active EE | $1,572 | $3,930-60.0% | $3,323-52.7% | $4,866-67.7% |
| Participant deferral / active EE | $2,693 | $4,229-36.3% | $3,651-26.2% | $5,352-49.7% |
| Admin fee / account holder | $5,506 | $6,502-15.3% | $5,299+3.9% | $9,540-42.3% |