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 | $48,453 | $99,032-51.1% | $80,019-39.4% | $135,375-64.2% |
| Participation rate | 27.3% | 78.4%-51.1pp | 75.8%-48.6pp | 82.6%-55.4pp |
| Annual return | -7.26% | 15.39%-22.6pp | 11.22%-18.5pp | 519.73%-527.0pp |
| Employer contribution / active EE | $896 | $3,043-70.6% | $2,468-63.7% | $4,779-81.3% |
| Participant deferral / active EE | $4,521 | $4,282+5.6% | $3,686+22.7% | $5,609-19.4% |
| Admin fee / account holder | $983 | $10,436-90.6% | $6,521-84.9% | $10,827-90.9% |