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 | $89,999 | $45,863+96.2% | $77,024+16.8% | $68,494+31.4% |
| Participation rate | 0.0% | 55.9%-55.9pp | 67.9%-67.9pp | 67.9%-67.9pp |
| Annual return | -16.24% | 1.72%-18.0pp | 42.32%-58.6pp | -7.84%-8.4pp |
| Employer contribution / active EE | $498 | $1,650-69.8% | $2,812-82.3% | $2,596-80.8% |
| Participant deferral / active EE | $1,435 | $2,962-51.5% | $4,426-67.6% | $4,027-64.4% |
| Admin fee / account holder | $510 | $3,041-83.2% | $5,425-90.6% | $5,403-90.6% |