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 | $112,545 | $57,354+96.2% | $83,848+34.2% | $64,186+75.3% |
| Participation rate | 30.2% | 68.6%-38.4pp | 76.1%-46.0pp | 69.6%-39.4pp |
| Annual return | -7.45% | 11.38%-18.8pp | 850.88%-858.3pp | 7.63%-15.1pp |
| Employer contribution / active EE | $980 | $2,545-61.5% | $3,631-73.0% | $2,381-58.9% |
| Participant deferral / active EE | $2,680 | $2,993-10.5% | $4,082-34.3% | $3,470-22.8% |
| Admin fee / account holder | $1,782 | $4,046-56.0% | $5,478-67.5% | $4,888-63.6% |