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 | $15,303 | $107,791-85.8% | $90,645-83.1% | $135,375-88.7% |
| Participation rate | 47.8% | 78.0%-30.2pp | 74.0%-26.2pp | 82.6%-34.8pp |
| Annual return | -8.99% | -0.90%-8.1pp | 1.88%-10.9pp | 519.73%-528.7pp |
| Employer contribution / active EE | $722 | $3,018-76.1% | $2,532-71.5% | $4,779-84.9% |
| Participant deferral / active EE | $1,699 | $3,872-56.1% | $3,425-50.4% | $5,609-69.7% |
| Admin fee / account holder | $709 | $5,930-88.1% | $4,994-85.8% | $10,827-93.5% |