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 | $41,375 | $76,000-45.6% | $154,107-73.2% | $64,186-35.5% |
| Participation rate | 44.1% | 70.4%-26.3pp | 83.0%-39.0pp | 69.6%-25.5pp |
| Annual return | -5.45% | 30.32%-35.8pp | 735.12%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $873 | $3,351-73.9% | $5,298-83.5% | $2,381-63.3% |
| Participant deferral / active EE | $1,847 | $3,175-41.8% | $5,081-63.6% | $3,470-46.8% |
| Admin fee / account holder | $1,837 | $5,596-67.2% | $13,411-86.3% | $4,888-62.4% |