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 | $41,844 | $64,839-35.5% | $95,585-56.2% | $84,808-50.7% |
| Participation rate | 15.6% | 63.8%-48.2pp | 72.1%-56.4pp | 68.3%-52.7pp |
| Annual return | 13.40% | -670.96%+684.4pp | 38.56%-25.2pp | 40.90%-27.5pp |
| Employer contribution / active EE | $525 | $1,759-70.2% | $2,527-79.2% | $2,631-80.1% |
| Participant deferral / active EE | $1,025 | $2,965-65.4% | $4,023-74.5% | $4,212-75.7% |
| Admin fee / account holder | $993 | $5,964-83.3% | $6,127-83.8% | $7,344-86.5% |