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 | $10,407 | $106,543-90.2% | $91,220-88.6% | $134,475-92.3% |
| Participation rate | 46.2% | 76.8%-30.7pp | 73.2%-27.0pp | 81.2%-35.1pp |
| Annual return | -14.70% | 160.60%-175.3pp | 114.01%-128.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $940 | $3,331-71.8% | $2,850-67.0% | $4,740-80.2% |
| Participant deferral / active EE | $1,480 | $4,719-68.6% | $4,234-65.1% | $6,400-76.9% |
| Admin fee / account holder | $354 | $6,231-94.3% | $5,420-93.5% | $11,426-96.9% |