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 | $41,466 | $93,024-55.4% | $77,024-46.2% | $134,475-69.2% |
| Participation rate | 21.7% | 74.5%-52.7pp | 67.9%-46.2pp | 81.2%-59.5pp |
| Annual return | -21.09% | 62.60%-83.7pp | 42.32%-63.4pp | 417.96%-439.1pp |
| Employer contribution / active EE | $505 | $3,418-85.2% | $2,812-82.0% | $4,740-89.3% |
| Participant deferral / active EE | $2,323 | $5,238-55.7% | $4,426-47.5% | $6,400-63.7% |
| Admin fee / account holder | $2,042 | $6,944-70.6% | $5,425-62.4% | $11,426-82.1% |