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 | $60,327 | $57,354+5.2% | $83,848-28.1% | $64,186-6.0% |
| Participation rate | 52.9% | 68.6%-15.7pp | 76.1%-23.2pp | 69.6%-16.6pp |
| Annual return | -3.12% | 11.38%-14.5pp | 850.88%-854.0pp | 7.63%-10.8pp |
| Employer contribution / active EE | $792 | $2,545-68.9% | $3,631-78.2% | $2,381-66.8% |
| Participant deferral / active EE | $4,326 | $2,993+44.5% | $4,082+6.0% | $3,470+24.7% |
| Admin fee / account holder | $1,805 | $4,046-55.4% | $5,478-67.1% | $4,888-63.1% |