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 | $17,558 | $57,354-69.4% | $83,848-79.1% | $64,186-72.6% |
| Participation rate | 57.5% | 68.6%-11.1pp | 76.1%-18.7pp | 69.6%-12.1pp |
| Annual return | -6.85% | 11.38%-18.2pp | 850.88%-857.7pp | 7.63%-14.5pp |
| Employer contribution / active EE | $922 | $2,545-63.8% | $3,631-74.6% | $2,381-61.3% |
| Participant deferral / active EE | $1,589 | $2,993-46.9% | $4,082-61.1% | $3,470-54.2% |
| Admin fee / account holder | $632 | $4,046-84.4% | $5,478-88.5% | $4,888-87.1% |