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 | $20,055 | $64,839-69.1% | $95,585-79.0% | $84,808-76.4% |
| Participation rate | 48.6% | 63.8%-15.2pp | 72.1%-23.4pp | 68.3%-19.7pp |
| Annual return | 20.42% | -670.96%+691.4pp | 38.56%-18.1pp | 40.90%-20.5pp |
| Employer contribution / active EE | $530 | $1,759-69.8% | $2,527-79.0% | $2,631-79.8% |
| Participant deferral / active EE | $1,494 | $2,965-49.6% | $4,023-62.9% | $4,212-64.5% |
| Admin fee / account holder | $407 | $5,964-93.2% | $6,127-93.4% | $7,344-94.5% |