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 4-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 | $57,570 | $48,274+19.3% | $63,517-9.4% | $59,632-3.5% |
| Participation rate | 26.5% | 66.3%-39.8pp | 71.0%-44.5pp | 68.7%-42.1pp |
| Annual return | 3.36% | -240.79%+244.1pp | -70.30%+73.7pp | 2041.28%-2037.9pp |
| Employer contribution / active EE | $667 | $1,586-58.0% | $2,322-71.3% | $2,203-69.7% |
| Participant deferral / active EE | $1,361 | $2,343-41.9% | $2,953-53.9% | $3,192-57.4% |
| Admin fee / account holder | $886 | $3,600-75.4% | $5,892-85.0% | $4,297-79.4% |