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 | $32,873 | $49,177-33.2% | $79,464-58.6% | $64,186-48.8% |
| Participation rate | 52.9% | 65.0%-12.1pp | 73.3%-20.4pp | 69.6%-16.6pp |
| Annual return | 8.87% | -1.16%+10.0pp | 718.14%-709.3pp | 7.63%+1.2pp |
| Employer contribution / active EE | $1,112 | $2,076-46.4% | $2,800-60.3% | $2,381-53.3% |
| Participant deferral / active EE | $1,679 | $2,821-40.5% | $3,704-54.7% | $3,470-51.6% |
| Admin fee / account holder | $944 | $3,839-75.4% | $5,113-81.5% | $4,888-80.7% |