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 | $146,035 | $158,817-8.0% | $121,196+20.5% | $135,375+7.9% |
| Participation rate | 28.6% | 79.3%-50.7pp | 71.7%-43.2pp | 82.6%-54.1pp |
| Annual return | -5.81% | -0.64%-5.2pp | 16.93%-22.7pp | 519.73%-525.5pp |
| Employer contribution / active EE | $302 | $5,665-94.7% | $4,022-92.5% | $4,779-93.7% |
| Participant deferral / active EE | $2,546 | $4,005-36.4% | $3,344-23.9% | $5,609-54.6% |
| Admin fee / account holder | $963 | $6,512-85.2% | $5,019-80.8% | $10,827-91.1% |