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 | $48,107 | $64,839-25.8% | $95,585-49.7% | $84,808-43.3% |
| Participation rate | 28.3% | 63.8%-35.6pp | 72.1%-43.8pp | 68.3%-40.1pp |
| Annual return | 13.31% | -670.96%+684.3pp | 38.56%-25.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $727 | $1,759-58.7% | $2,527-71.2% | $2,631-72.4% |
| Participant deferral / active EE | $1,482 | $2,965-50.0% | $4,023-63.1% | $4,212-64.8% |
| Admin fee / account holder | $9,753 | $5,964+63.5% | $6,127+59.2% | $7,344+32.8% |