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 | $87,273 | $75,935+14.9% | $60,547+44.1% | $125,391-30.4% |
| Participation rate | 43.8% | 76.5%-32.8pp | 68.0%-24.2pp | 83.2%-39.4pp |
| Annual return | 0.62% | -5.38%+6.0pp | 335.64%-335.0pp | 282.22%-281.6pp |
| Employer contribution / active EE | $758 | $3,438-78.0% | $2,419-68.7% | $4,866-84.4% |
| Participant deferral / active EE | $2,101 | $4,506-53.4% | $3,328-36.9% | $5,352-60.7% |
| Admin fee / account holder | $750 | $6,768-88.9% | $4,536-83.5% | $9,540-92.1% |