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 | $28,917 | $76,000-62.0% | $154,107-81.2% | $64,186-54.9% |
| Participation rate | 62.1% | 70.4%-8.3pp | 83.0%-20.9pp | 69.6%-7.5pp |
| Annual return | -6.32% | 30.32%-36.6pp | 735.12%-741.4pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,089 | $3,351-67.5% | $5,298-79.4% | $2,381-54.2% |
| Participant deferral / active EE | $2,560 | $3,175-19.4% | $5,081-49.6% | $3,470-26.2% |
| Admin fee / account holder | $1,397 | $5,596-75.0% | $13,411-89.6% | $4,888-71.4% |