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 | $29,554 | $57,354-48.5% | $83,848-64.8% | $64,186-54.0% |
| Participation rate | 67.3% | 68.6%-1.3pp | 76.1%-8.9pp | 69.6%-2.3pp |
| Annual return | -6.87% | 11.38%-18.2pp | 850.88%-857.7pp | 7.63%-14.5pp |
| Employer contribution / active EE | $975 | $2,545-61.7% | $3,631-73.2% | $2,381-59.1% |
| Participant deferral / active EE | $1,529 | $2,993-48.9% | $4,082-62.5% | $3,470-55.9% |
| Admin fee / account holder | $3,487 | $4,046-13.8% | $5,478-36.4% | $4,888-28.7% |