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 | $32,589 | $77,813-58.1% | $123,544-73.6% | $64,186-49.2% |
| Participation rate | 64.3% | 74.7%-10.4pp | 82.3%-18.0pp | 69.6%-5.3pp |
| Annual return | 0.00% | 12.48%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $969 | $3,014-67.9% | $4,628-79.1% | $2,381-59.3% |
| Participant deferral / active EE | $4,509 | $5,240-13.9% | $6,426-29.8% | $3,470+30.0% |
| Admin fee / account holder | $1,269 | $5,519-77.0% | $9,284-86.3% | $4,888-74.0% |