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 | $55,371 | $57,354-3.5% | $83,848-34.0% | $64,186-13.7% |
| Participation rate | 55.7% | 68.6%-12.9pp | 76.1%-20.4pp | 69.6%-13.8pp |
| Annual return | -7.92% | 11.38%-19.3pp | 850.88%-858.8pp | 7.63%-15.6pp |
| Employer contribution / active EE | $679 | $2,545-73.3% | $3,631-81.3% | $2,381-71.5% |
| Participant deferral / active EE | $2,423 | $2,993-19.1% | $4,082-40.6% | $3,470-30.2% |
| Admin fee / account holder | $534 | $4,046-86.8% | $5,478-90.2% | $4,888-89.1% |