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 | $47,581 | $105,860-55.1% | $90,749-47.6% | $134,475-64.6% |
| Participation rate | 23.8% | 78.2%-54.4pp | 75.7%-51.9pp | 81.2%-57.4pp |
| Annual return | -17.42% | -11.01%-6.4pp | -12.16%-5.3pp | 417.96%-435.4pp |
| Employer contribution / active EE | $643 | $3,462-81.4% | $2,921-78.0% | $4,740-86.4% |
| Participant deferral / active EE | $1,864 | $5,216-64.3% | $4,564-59.1% | $6,400-70.9% |
| Admin fee / account holder | $682 | $13,938-95.1% | $8,445-91.9% | $11,426-94.0% |