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 | $62,083 | $64,839-4.3% | $95,585-35.0% | $84,808-26.8% |
| Participation rate | 48.9% | 63.8%-15.0pp | 72.1%-23.2pp | 68.3%-19.4pp |
| Annual return | 17.23% | -670.96%+688.2pp | 38.56%-21.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $468 | $1,759-73.4% | $2,527-81.5% | $2,631-82.2% |
| Participant deferral / active EE | $1,346 | $2,965-54.6% | $4,023-66.5% | $4,212-68.0% |
| Admin fee / account holder | $1,964 | $5,964-67.1% | $6,127-67.9% | $7,344-73.3% |